Testimonial by srt marketing

As far as competence, capability and passion are concerned, James Stephen is right up there in the world of Financial Advice. His professionalism and subject matter expertise in all matters relating to wealth creation, wealth protection and business continuity is second to none. I trust James with our financial affairs and have really enjoyed our professional relationship over the past three years. I have no hesitation recommending James to any start-up or established business owner.

- Steve R. Thakur, Director, srt marketing

James Stephen

James Stephen

Director & Financial Adviser

James, a Certified Financial Planner, has been directly advising his clients since 2003 and is responsible for the development and implementation of his client's strategic financial advice plan.

Belinda Stephen

Belinda Stephen

Practice Manager

Belinda is responsible for client service, marketing and communications, operations and compliance.


Member of the FPA

Financial Planning Association of Australia


Level 10, 50 Market Street
Melbourne Victoria 3000

Mobile: 0405 425 593

Phone: (+61) 3 9020 2603
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