Steven Stolle - Financial Planner | Director
Specialist Skills
- Wealth creation strategies
- Debt reduction strategies
- Cashflow management
- Risk management
- Superannuation
- Retirement planning
Professional Qualifications
- Diploma of Financial Planning (DFP)
- Advanced Diploma of Financial Planning (ADFP)
- Graduate Diploma of Financial Planning (GradDipFinPlan)
Membership and Associations
- Authorised Representative of Charter Financial Planning
- Member of Financial Advisers Association of Australia (FAAA)
- Member of The Advisers Association (TAA)
Career and Industry Highlights
Steve has been working in financial services since 2015 and has a keen interest in helping clients to develop a strong foundation on which to build wealth and a sustainable lifestyle. Steve’s journey to financial planning started over a decade ago while working with people suffering severe financial hardship, and stemmed from the realisation that the difference between failure and success is a small margin, a gap that can often be closed with planning and a clear vision.
Personal Interests
Steve has been married for 10 years and enjoys spending time with family and friends over food and drinks. He has a keen interest in motorsports, art, and music (although he probably has too much French pop in his playlist).
Steven's Planner Profile...
Download a printable version of Stephen's Profile: Steven Stolle - Planner Profile. Or to make an appointment to meet with Steven, book an appointment or call us on 02 4229 8533.
Sydney Financial Planning Pty Ltd (ABN 29 606 413 254), trading as Sydney Financial Planning & Illawarra Financial Planning is an Authorised Representative and Credit Representative of Charter Financial Planning Limited Australian Financial Services Licensee.
This document provides general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.