Anthony Stedman - CFP FFPA

Anthony Stedman - CFP FFPA

Principal & Senior Financial Planner

    • Adv Dip FP
    • Dip FP
    • SSA
    • CFP Certified Financial Planner
    • Fellow of the FPA
    • SMSF Specialist Adviser (SPAA Accredited)
  • 03 9596 7733
Anthony Stedman

Melbourne based Financial Planner

Anthony entered financial planning in the early 80’s and has since taken a leadership role within the industry having served on a range of internal boards at key financial institutions. This role provided significant insight into the wider industry and was instrumental in driving key changes within his practice and licencing arrangements from 2010.

In December 2011, Anthony, along with Grant Simpson and David Harris, established Advice Evolution Pty Ltd. Advice Evolution is a dealer group owned and operated by its shareholders and licensees and is completely free of any influence from any large financial institution, union fund or bank. This is an important evolutionary step as all of us who feel 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.

Anthony has a keen personal interest in Self-Managed Superannuation and Directly Held Investment Portfolios and manages both important areas in the practice.

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. Anthony also holds full 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.

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Awards and Recognition

  • Advice Evolution Awards 2019 - Practice of the Year
  • Advice Evolution Awards 2019 - Innovator of the Year Finalist
  • IFA Excellence Awards Finalist 2017
  • Certified Financial Planner - The Sign of Good Advice
  • CFP
  • SMSF Specialist Advisor
  • AIOFP - Association of Independently Owned Financial Professionals

Testimonials

  • Maryrose B August 2019

    Anthony gave us valuable and sound advice at a difficult financial time for. We were truly grateful for his expertise and common sense approach. Thank You so much Anthony for addressing all our concerns with care.

  • Robert S June 2019

    Anthony and the team at Lifetime Financial have provided excellent advice and investment strategy over the years. Highly recommend them for their professional service and ongoing support.

  • Jim H June 2019

    Anthony was recommended to me by my solicitor and very good recommendation it was. Anthony with Denise and his team keep their clients well informed on all matters of their investments and their forward thinking gets the results. I Feel comfortable with there direction.