Stephen Macdonald is a Senior Adviser that established his second financial planning firm in 2012. He has been assisting clients with their financial goals and objectives for the past 12 years. Stephen completed his Bachelor of Commerce Degree, Majoring in Financial Planning and Investment in 2004, and the Diploma of Financial Services in May 2005. He received the Griffith University Academic Excellence Award in 2004.
Stephen began advising clients in 2005 and has mentored many advisers since entering the financial services industry. Stephen is passionate about investing and specialises in modern portfolio theory, investment analysis and portfolio construction.
He is a Registered Tax Financial Adviser and member of the Stockbrokers and Financial Advisers Association (SAFAA).
Advice Central Professional Wealth Management Pty Ltd (trading as Advice Central) is a Corporate Authorised Representative (469326) of (To Be Advised).