Our Team

Stephen Duffy
Partner, Private Client Adviser

Stephen has over 24 years of experience in the wealth creation, wealth protection, superannuation, and retirement planning industry, primarily serving clients in the South West Sydney area.

He strongly believes that financial planning advice should be based on objectively assessing what is appropriate for each individual client, without the influence or restriction of parent companies such as banks, insurance firms, or even overseas owners.

Accreditations
  • Advanced Diploma of Financial Planning
  • Ethics and Professionalism in Financial Advice
  • Client Engagement Skills
  • Specialist accreditation Accredited Listed Product Adviser (ALPA)
  • Specialist accreditation in SMSF
  • Certified Financial Planner (CFP)®
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Oran Park office