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Stephen
Manassah

Senior Financial Advisor
Perth
Western Australia
IN THEIR OWN WORDS

Stephen Manassah is a member of the Financial Advice Association Australia (FAAA) and the Tax Institute.  Following a corporate career in superannuation, tax and asset management, Stephen has been providing personal financial advice since 2011.

Stephen employs a strategic approach designed to maximise the net value of wealth and improve the future financial position of his clients.  The approach entails consideration of each client’s goals and preferences, as well as relevant superannuation and tax law with a tailored approach to investment.

Stephen holds a Master of Applied Finance, a Graduate Diploma of Financial Planning and a Bachelor of Commerce (Accounting).

Qualifications and Memberships

  • Master of Applied Finance
  • Bachelor of Commerce (Accounting)
  • Graduate Diploma of Financial Planning
  • Graduate Diploma in Taxation
  • Certified Financial Planner
  • Certified Tax Adviser
  • Member of the Financial Advice Association Australia
SPECIALISATION
Estate Planning
Estate
Planning
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super

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