Stephen Cfp® Email

Senior Financial Planner @ Ziku Capital

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Stephen Cfp® Location

Melbourne, VIC, AU

Stephen Cfp® Work

2022 - now Senior Financial Planner @ Ziku Capital
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2014 - 2022 Senior Financial Planner @ Jordan Financial Solutions
2013 - 2014 Paraplanner @ Jordan Financial Solutions

2016 - 2016 Harvard Innovation and Strategy @ Harvard University
2015 - 2016 AMP - New Adviser of The Year (Victoria) @ Akumin

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Stephen Cfp® Education

FASEA Exam
2020 - 2020
Kaplan Professional
Certificate IV in Finance and Mortgage Broking
2019 - 2019
University of Adelaide
SuperConcepts & ICFS Specialist SMSF Course
2018 - 2018

Deakin University
Bachelor of International Studies (International Relations/Politics)
2008 - 2012
Deakin University, Melbourne
Bachelor of Commerce (BCom) (Finance)
2008 - 2012
Financial Planning Association of Australia
CFP® Certification Program
2019

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Stephen Cfp® Skills

Strategic Financial Planning
Superannuation
Investment Strategies

Wealth Management
Retirement Planning
Insurance
Income Protection
Investment Advisory
Financial Advisory
Financial Services

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Stephen Cfp® Summary

Stephen Cfp®, based in Melbourne, VIC, AU, is currently a Senior Financial Planner at Ziku Capital. Stephen Cfp® brings experience from previous roles at Jordan Financial Solutions, Harvard University and AMP Financial Planning. Stephen Cfp® holds a 2020 - 2020 FASEA Exam. With a robust skill set that includes Strategic Financial Planning, Superannuation, Investment Strategies, Wealth Management, Retirement Planning and more. Stephen Cfp® has 1 emails on RocketReach.

Stephen Cfp® Emails

Found 1 emails

@zikucapital.com.au

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