Advice Central Professional

Our Senior Adviser, Stephen Macdonald has been assisting clients to achieve their financial goals for the past 12 years. He is Degree qualified and works closely with experts in Taxation, Investment, Finance, Property and Law to ensure that no stone is left unturned and every client receives premium advice/service. Stephen decided to establish his second practice in 2011 and now prides himself on providing proactive advice solutions to both high net worth clients and the Aussie battler. Stephen completed his Bachelor of Commerce Degree, Majoring in Financial Planning and Investment in November 2004, and the Diploma of Financial Services in May 2005. He was rewarded with the Griffith Academic Excellence Award in 2004 for his achievements. He began advising clients in 2004 and has mentored many Advisers since entering the industry. He is responsible for providing financial advice to our new and ongoing clients. His advanced technical skills, professionalism, ethics and unwavering desire to place our client’s best interests first ensure a high standard of advice and service. Stephen is passionate about investing and the Financial Planning Industry. He is highly competent in modern portfolio theory, investment analysis and portfolio construction. Stephen believes proactive recommendations and regular contact are essential for a superior client value proposition.

Address: 3 Schonwerder Drive Windaroo, Qld, 4207, Australia

Phone: +61 0400 619 345
FAX: +61 07 3804 0868