Stephen Bray
Senior Financial Adviser
CFP Master of Financial Planning (MoFP)
Hobart
Experience
Stephen joined FM Financial in October 2019, Stephen is a fully qualified Financial Planner and has been a Certified Financial Planner® since 2004. Stephen also has a Master of Financial Planning qualification.
Stephen has a wealth of experience with pre and post retirees as well as providing aged care advice. He gets a great deal of satisfaction in seeing his clients meet their goals and aims to provide them with a worry free lifestyle in retirement.
About Stephen
In his free time, Stephen cycles for fitness and likes to fund raise in charity rides as well as playing Golf on the weekends. Stephen is an active member of the Rotary Club of Lindisfarne currently in the role of President. The Club is very active in the local area with a particular focus on helping the Risdon Vale Community Centre and Hobart City Mission.
Services
Stephen has expertise in a broad range of Financial Planning Services which include:
Superannuation - creating a tailored superannuation plan on your current or an alternate superannuation provider and advising on whether having a SMSF is for you.
Retirement planning – Understanding his clients financial freedom goals and creating a Wealth Creation strategy.
Investments – Help with amounts that you have accumulated over time that you would like to invest in something other than in the banks.
Personal Insurance – A comprehensive plan to ensure that your lifestyle is not compromised if life brings up unforeseen events for you and your family.
Wealth protection – Analysing when and how to invest based on your personalised goals and plans, what risk level is right for you and how does insurance support your plan.
Aged Care – Can assist you in making sense of the aged care system and help you manage expenses, assets and the estate to relieve your stress of entering aged care.
Contact
Phone: 1300 763 544
Email: fmtas@fmfinancial.com.au