Stephen Tangney
Financial Adviser
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About
Stephen Tangney is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals. With a Bachelor of Business (Accounting) from Edith Cowan University (1994) and a Graduate Diploma of Financial Planning from the Securities Institute (2004), complemented by a Certificate IV in Finance and Mortgage Broking from AAMC Training Group (2017), Stephen brings a wealth of knowledge and experience to his practice. As a Certified Financial Planner (CFP) with the FPA, a member of the Finance Brokers Association of Australia (FBAA), and the Financial Advice Association of Australia (FAAA), Stephen adheres to the highest professional and ethical standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. Stephen specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Stephen is committed to providing personalised financial advice tailored to your unique circumstances. Whether you're planning for retirement, managing your investments, or seeking insurance solutions, Stephen can help you navigate the complexities of the financial landscape. Contact Stephen today to schedule a consultation and take the first step toward securing your financial future.
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Frequently Asked Questions
What types of financial advice does Stephen Tangney offer?
Stephen Tangney provides advice on a wide range of financial products, including superannuation, retirement planning, wealth management, and various types of insurance. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Stephen Tangney's qualifications and professional memberships?
Stephen holds a Bachelor of Business (Accounting), a Graduate Diploma of Financial Planning, and a Certificate IV in Finance and Mortgage Broking. He is a Certified Financial Planner (CFP) with the FPA, a member of the Finance Brokers Association of Australia (FBAA), and the Financial Advice Association of Australia (FAAA).
What is the process of working with Stephen Tangney?
The process typically starts with an initial consultation to discuss your financial situation, goals, and concerns. Stephen will then develop a personalized financial plan that outlines strategies to help you achieve your objectives. He will regularly review and adjust the plan as needed to ensure it remains aligned with your evolving needs.
How can Stephen Tangney help with retirement planning?
Stephen can assist you in developing a retirement plan that considers your current financial situation, desired retirement lifestyle, and risk tolerance. He can provide advice on superannuation, investment strategies, and other retirement income options to help you achieve a comfortable and secure retirement.
What should I expect during my first meeting with Stephen Tangney?
During your first meeting, Stephen will ask you about your financial goals, current financial situation, and risk tolerance. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Stephen is the right financial adviser for you.
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