Certified Financial Planner (CFP)
Graduate Diploma of Financial Planning
Bachelor of Economics
Bachelor of Arts

Stephanie joined NCBA in 2016 and works from our Subiaco office.
Prior to this, Stephanie worked with a leading financial advisory firm in Perth for 8 years.
Prior to that she spent 3 years working at the Commonwealth Bank’s Wealth Management/Financial Planning division.

With over 10 years’ experience in the financial planning industry, Stephanie has a reputation for her
outstanding technical knowledge and her ability to assist clients planning for their retirement.

Stephanie’s passion lies with assisting clients get through the financial jargon and explaining strategies in a clear and simple manner.

Stephanie’s main areas of advice are:
 Retirement Planning
 Superannuation
 Centrelink planning and liaison
 Investment Advice
 Personal Insurance

Stephanie is married with 2 young children. She enjoys travelling and spending time with family.