(02) 8205 1228 [email protected]

Wayne Stevens

Managing Director and Certified Financial Planner 

Wayne Stevens

Wayne Stevens

I have been in Financial Services for over 20 years and have seen a lot of change during that time.

I am a Certified Financial Planner. I have a Bachelor of Adult Education, Diploma of Financial Planning, a Masters of Commerce (Financial Planning) degree and a Masters of Business (Operations Management) degree. I am a Justice of the Peace.

I enjoy helping my clients achieve their financial goals by providing tailored advice that meets their specific needs. I also enjoy spending time with my family, and I am actively involved in the Scouting movement, running both a Cub and Scout section and acting as a District Cub Leader.

I also enjoy most sports and play over 35’s baseball.

My Specialisations
  • Retirement Planning
  • Financial Planning
  • Small Business Advice
  • Self-Managed Super Funds
  • Investment Planning
  • Superannuation
  • Estate Planning
  • Salary Packaging
  • Wealth Management
  • Debt Management
  • Wealth Protection
My Qualifications
  • Master of Commerce (Financial Planning)
  • Master of Business (Operations Management)
  • Diploma of Financial Planning
  • Bachelor of Adult Education
  • Justice of Peace
Memberships & Associations
  • Member of the Financial Planners Association (FPA)
  • Self-Managed Super Fund Professionals Association of Australia (SPAA)
  • Listed in Marquis, Who’s Who in the World – 2016, 33rd Edition
Professional designations & Experiences
  • Financial Services since 1995
  • AMPFP Financial Planner since 2002
  • CFP – Certified Financial Planner (FPA)
  • SSA – SMSF Specialist Accreditation (SPAA)