Michel Steffan
Financial Adviser
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About
Michel Steffan is an ASIC-registered financial adviser based in Drummond Cove, WA, dedicated to helping clients achieve their financial goals with tailored and independent advice. With a comprehensive background in economics, taxation, and financial planning, Michel holds a Degree in Business Economics from Hogeschool Holland (1997), a Diploma of Financial Planning from FPA (2004), completed the FPA 5 Unit CFP Program (2007), a Master of Taxation from Curtin University (2011) and SPAA Specialist Accredition SSA (2012), as well as Ethics and Professionalism in Finance from Kaplan Professional (2021). As a member of the Certified Independent Financial Advisers Association, Michel adheres to the highest ethical and professional standards. Michel is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Take the first step towards securing your financial future. Contact Michel today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Michel Steffan provide?
Michel Steffan offers advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Michel Steffan have?
Michel holds a Degree in Business Economics, a Diploma of Financial Planning, completed the FPA 5 Unit CFP Program, a Master of Taxation, SPAA Specialist Accredition SSA, and Ethics and Professionalism in Finance certification.
What is Michel Steffan's approach to financial planning?
Michel provides tailored and independent advice, working closely with clients to understand their unique circumstances and develop strategies to achieve their financial goals.
How can I get started with Michel Steffan?
Simply contact Michel to schedule an initial consultation. This will allow you to discuss your financial situation and explore how he can help you.
What professional memberships does Michel Steffan hold?
Michel is a member of the Certified Independent Financial Advisers Association.
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