- About us
- Our Advisers
- Our Financial Services Guide
Our Advisers
Anthony Stedman Adv Dip FP, Dip FP, SSA, CFP Certified Financial Planner, Fellow of the FPA
Principal and Senior Financial Planner
SMSF Specialist Adviser (SPAA Accredited)
Anthony entered the financial planning industry in the early 80's. His down to earth approach ensures that people have a clear and concise understanding of what it is they need to be doing in order to achieve their financial goals.
He has a keen personal interest in Self Managed Superannuation and Transition to Retirement advice and manages both of these important areas in the practice.
Anthony has taken a leadership role within the industry having served the wider Financial Wisdom Adviser community on the Adviser Forum since 1998. This role has ensured strong relationships with both the Group management team and also with leading product manufacturers and suppliers. In recognition of his long standing relationship and his professional approach to managing a successful financial planning practice, Financial Wisdom extended an offer to him to join Financial Wisdom Premium as a foundation member when it was first launched in 2006.
He has been an Financial planner since 1991 and has completed the Diploma of Financial Planning and obtained Certified Financial Planner (CFP) status, as well as being a CFP member of the Financial Planning Association. He has also been made a Fellow of the FPA and is a Specialist Accredited Self Managed Super Advisor through SPAA.
In December 2011, Anthony, along with Grant Simpson and David Harris, established Advice Evolution Pty Ltd. Advice Evolution is a dealer group that is independantly owned and operated and is completely free of any influence from any large financial institution or bank. This is an important evolutionary step as all of us feel that a clients best interests can only be met in an environment where there are no behind the scenes expectations of product placement or influence towards one product over another. Invariably this is what occurs in dealer groups owned and operated by those large financial institutions.
Adam Watts (B.Comm - G.Dip FP - G Dip App Fin and Inv) SSA
Rising Star Winner (Financial Wisdom) 2009
Senior Financial Planner
Adam has been a qualified Financial Planner since 2004 and has over 10 years’ experience in financial services, including financial advising, tax accounting and funds management.
Adam has a Bachelor of Commerce degree from Monash University, with post-graduate diplomas in Financial Planning as well as Applied Finance & Investment, completed through the Securities Institute of Australia.
Adam’s areas of advice specialisation include wealth creation and investment, financial strategies and Self Managed Superannuation.
Hugo JB Sampson (B.Bus Economics & Finance, Dip.FS Financial Planning)
Financial Planner
Hugo joined LifeTime Financial Group in 2004 and worked as a full time paraplanner whilst also completing his tertiary education in Melbourne.
In 2007 Hugo completed a Bachelor of Business in Economics & Finance at RMIT University in Melbourne. Having graduated, Hugo rejoined us in November 2007 as Private Client Manager, managing and overseeing client's strategic financial plan implementation from beginning to end.
Hugo completed his Dip. Financial Services in Financial Planning and is currently an Authorised Representative of Advice Evolution Pty Ltd.
Hugo's education, background and grasp of financial planning and clients' needs along with his commitment provide an excellent base for establishing a strategic financial plan.
