Stephen Manassah

Senior Financial Advisor

What Stephen’s clients say about him

A high-quality, ethical, professional and caring person whom we trust implicitly.

Has become a trusted advisor who has proved very responsive to our needs and proactive in servicing our account.

He is exceptional at what he does and how he manages our professional relationship.

Super high-quality service all year round from my adviser and the greater team, nothing was ever an issue, and communications were promptly replied to.

Stephen Manassah

Following a corporate career in superannuation, tax, and asset management that pre-dates the modern superannuation system introduced in 1992.

I have used that experience to provide personal financial advice since 2011.
Whether it is pre-retirement or post-retirement planning, I employ a strategic approach designed to maximise the net value of wealth to improve the future financial position of my clients.

This entails consideration of each client’s goals and preferences, as well as superannuation and tax law with an approach to investment tailored to the client.

Professional Memberships
Financial Advice Association Australia (FAAA)
SMSF Association
Tax Institute

Master of Applied Finance
Graduate Diploma of Financial Planning
Graduate Diploma of Tax
Bachelor of Commerce

Contact Stephen
M 0478 474 462