Stephan Pfister
MFinPlan
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
Superannuation Advice
Wealth Management
Portfolio Administration
Financial Planning
Investment Advice
Retirement and Estate Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Master of Financial Planning
Graduate Certificate in Professional Accounting
Diploma of Finanacial Planning
Associations
Institute of Public Accountants
Competencies
Life Insurance
Managed Investments
Financial Planning
Superannuation
Generic
Securities
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.
