James Stephan

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James Stephan

Locality: Melbourne Area, Australia
Summary: Stephan Strategic prides itself on the provision of unbiased and transparent ongoing holistic financial advice which places clients in the best possible position to achieve their lifestyle objectives. Each advice document is specifically tailored to meet clients individual circumstances and objectives. All clients of Stephan Strategic are assured the highest quality of professional and academically sound advice, utilising the latest technology as a medium to communicate new ideas, information and ongoing correspondence. Stephan Strategic has as its main focus wealth creation and wealth preservation through an investment philosophy based on solid academic research and cost minimisation.
Current: Director at Stephan Strategic
Education:  University of Melbourne Taxation (2009-2012) 
 Deakin University Financial Planning  
 RMIT University Financial Planning  

Industry: Financial Services
Skills: We believe in a non-forecasting Asset Class Investment approach which focuses on cost minimisation through careful consideration of taxation, transactional costs, trading practices and investment structures employed.
Experience: Stephan Strategic (Financial Services industry): Director,  (2004-Present) My brother Joe and I own and manage our 20 plus year family financial planning practice.

Interests: career opportunities, consulting offers, new ventures, job inquiries, expertise requests, business deals, reference requests, getting back in touch

References for James Stephan

Web Results

Stephen, Sir James (1789 - 1859) Biographical Entry ...

H. Taylor, Autobiography (Lond, 1885); L. Stephen, The Life of Sir James Fitzjames Stephen (Lond, 1895); C. E. Stephen, The Right Honourable Sir James Stephen (Gloucester, 1906); K. N ...

James Stephen : About New South Wales

Sir Alfred Stephen. Sir Alfred Stephen (1802 - 1894), by Freeman Studio, courtesy of State Library of New South ... continue. Source: ...

James Stephen Dr - Doctors-Medical Practitioners - St Lucia ...

Doctors-Medical Practitioners in St Lucia, Queensland, 4067 - James Stephen Dr - Yellow Pages® directory

Family of James Stephen NIALL

James Stephen NIALL, born 3 Jun 1924, died 22 Jul 2001 - Ancestors of the FUSSEN, NIALL & MURRAY Families

James Stephen Hickey

Pedigree report of James Stephen Hickey, son of Peter John Hickey and Patricia Mary Malane, born in November 1986.

Trove - James Stephen and the British colonial system, 1813-1847 ...

Trove: Find and get Australian resources. Books, images, historic newspapers, maps, archives and more.

Sunshine and Shadow: A Brother's Story by James & Stephen ...

Sunshine and Shadow: A Brother's Story by James & Stephen Dack & Larry Writer, ISBN 9781741964714 - QBD The Bookshop - Buy Online for better range and value.

Stephen, James Wilberforce (1822 - 1881) Biographical Entry ...

His father George was born at St Christopher, West Indies, in 1794, son of James Stephen and his first wife Anne (Anna), née Stent. Destined for a medical career he entered ...