Stephen McAllister
Financial Adviser
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About
Stephen Mcallister is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals through strategic and personalized advice. With a strong foundation built upon the SDIA Accreditation Program from Deakin University (2003) and a Professional Diploma in Stockbroking, also from Deakin University (2004), Stephen brings a wealth of knowledge and experience to his practice. He is also a proud member of the Stockbrokers and Investment Advisers Association (SIAA). Stephen is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He can assist you with building a robust investment portfolio, planning for a comfortable retirement, and making informed decisions about your financial future. He aims to simplify the complexities of the financial landscape, empowering clients to make informed decisions and achieve their aspirations. Key services include: • Superannuation advice to help you navigate the complexities of superannuation and optimize your retirement savings. • Wealth management strategies tailored to your unique circumstances and risk tolerance. • Investment advice related to securities and government debt securities. • Comprehensive financial planning to help you achieve your long-term goals. Ready to take control of your financial future? Contact Stephen Mcallister today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of clients does Stephen Mcallister work with?
Stephen Mcallister works with a diverse range of clients, including individuals and families seeking to build wealth, plan for retirement, and achieve their financial goals.
What are Stephen Mcallister's qualifications?
Stephen Mcallister holds the SDIA Accreditation Program and a Professional Diploma in Stockbroking, both from Deakin University. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
What is Stephen's approach to financial advice?
Stephen provides tailored financial advice based on each client's unique circumstances, goals, and risk tolerance. He focuses on building long-term relationships and empowering clients to make informed decisions.
What financial products can Stephen Mcallister provide advice on?
Stephen is authorized to provide advice on superannuation, wealth management, securities, and government debt securities.
How can I get started with Stephen Mcallister?
The first step is to schedule a consultation to discuss your financial goals and explore how Stephen can help you achieve them. Contact his office in West Perth to arrange an appointment.
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