Financial Planner Melbourne

Anthony Stedman

Anthony Stedman

Adv Dip FP, Dip FP, SSA, CFP Certified Financial Planner, Fellow of the FPA SMSF Specialist Adviser (SPAA Accredited)

Principal & Senior Financial Planner

Melbourne based Financial Planner

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 a Financial Planner since 1991. In that time, he has completed his studies and is a “Certified Financial Planner” (CFP accredited) with the Financial Planning Association. He has also been made a Fellow of the FPA. More recently, Anthony has completed his accreditation and is a “Specialist Accredited Self Managed Superannuation Financial Planner with The SMSF Association. He is also a Certified Financial Strategist (CFS) with the Association of Independently Owned Financial professionals.

In December 2011, Anthony, along with Grant Simpson and David Harris, established Advice Evolution Pty Ltd. Advice Evolution is a dealer group that is independently 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 who feel that a client's 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.

Anthony Stedman has been recognised in a number of ways by his peers in recent times.

IFA Practice principal of the year 2016 Winner
IFA Innovator of the Year Finalist 2016
IFA Best New Licensee Finalist 2015
IFA Innovator of the year Finalist 2015

Anthony Stedman Wins Practice Principal of the Year award for 2016