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Stephan Pfister

Stephan Pfister

Authorised representative number: 000278402

Private Client Adviser

I work with the circumstances of my clients to tailor tax effective strategies and investments to achieve their goals.
Stephan has 20 years experience in assisting his clients, plan, implement, manage and protect their Wealth and retirement goals. Stephan completed his Masters of Financial Planning in 2020 and has completed studies in Accounting.

Investment Style

Stephan uses his deep experience of direct market investments and Morgans research capability, to work with his clients to design strategies that suit their particular needs. With a focus on risk management, Stephan has interests in creating medium to long-term portfolios managed through various market conditions.

Services and Specialties

Financial Planning
Investment Advice
Retirement and Estate Planning
Wealth Management
Portfolio Administration
Superannuation Advice

Qualifications and Professional Affiliations

Diploma of Finanacial Planning
Graduate Certificate in Professional Accounting
Master of Financial Planning


Institute of Public Accountants


Managed Investments
Financial Planning
Life Insurance
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of salary and percentage of fees.