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Profile - Stephen Everett
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Stephen Everett
Authorised Representative
Suite 5 & 6
3 Canning Road
Kalamunda WA 6076
Tel:(08) 9257 2277
Fax: (08) 9257 2260
Mob: 0417 927 143
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 238633
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Stephen has been involved in the financial services industry for over 30 years, and has had experience in a wide range of services, including personal risk insurance, superannuation and retirement planning.
As an Authorised Representative, Stephen believes in helping his clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. Provide the protection they need to ensure they do not place their long term financial goals at risk. He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions
Services
Stephen is authorised to provide a wide range of facilities to you, including:
- Investment Planning
- Wealth Accumulation Advice
- Risk Planning Management
- Superannuation Advice
- Retirement Planning Advice
- Business or Farm Succession
- Estate Planning
- Centrelink (Social Security) Advice
- Tax Efficient Strategies
Important Information
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Elders Financial Planning Pty Ltd. AFSL 224645
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
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