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Showing 1 - 3 of 3 results for "Stephan Independent Advisory"

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
The Financial Advice Association of Australia (FAAA) appointed three members to its board who will serve a term of three years. Viridian Financial Group joint chief executive Glenn Calder and Marshan Consulting managing director Ben Marshan join as ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those vying for the FAAA Adviser of the Year Award are Nikki Booth from My Wealth Solutions, Adam Lai of Green ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... sacrifices to shore up their longer-term lifestyles, not to maximise the wealth they can pass on," Stephan Independent Advisory director and financial adviser James Stephan reinforced. A final lever that can be pulled to shore up retirement finances ...
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