SPECIALISATION
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
Planning
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Super
Perth
TEAM
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