James Stephan Email & Phone Number

Director and Senior Financial Advisor @ Stephan Strategic

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James Stephan Location

Melbourne, VIC, AU

James Stephan Work

2004 - now Director and Senior Financial Advisor @ Stephan Strategic
2007 - 2013 Tutor @ La Trobe University
2003 - 2004 Technical Services Assistant @ Money Managers

2000 - 2002 Technical Officer @ SAI Financial Services, Inc.

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James Stephan Education

Deakin University
Certified Financial Planner (Financial Planning)
RMIT University
Bachelor of Business (Financial Planning) (Financial Planning)

James Stephan Skills

Cash Flow Management
Financial Planning
Investments

Superannuation
Strategic Planning
Estate Planning
Retirement Planning
Pensions
Portfolio Management
Wealth Management

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James Stephan Summary

James Stephan, based in Melbourne, VIC, AU, is currently a Director and Senior Financial Advisor at Stephan Independent Advisory. James Stephan brings experience from previous roles at La Trobe University, Money Managers and SAI Financial Services, Inc.. James Stephan holds a Certified Financial Planner in Financial Planning @ Deakin University. With a robust skill set that includes Cash Flow Management, Financial Planning, Investments, Superannuation, Strategic Planning and more. James Stephan has 1 emails and 2 mobile phone numbers on RocketReach.

James Stephan Emails

Found 1 emails

@stephanstrategic.com.au

James Stephan Phone Numbers

Found 3 phone numbers

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Tulsa, OK, US
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James Stephan

Director and Senior Financial Advisor at Stephan Independent Advisory

Melbourne, VIC, AU
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- stephanstrategic.com.au
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- +1 972-816-XXXX
- +61 400 977XXXX
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Top Stephan Strategic Employees

James Stephan

Director and Senior Financial Advisor at Stephan Strategic

Melbourne, VIC, AU
1
- stephanstrategic.com.au
3
- +1 972-816-XXXX
- +61 400 977XXXX
- +61 3 9077 XXXX

View Similar Profiles

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