Stephen Batchelor
AFP®, DipFP - Financial Adviser Representative - ARN: 1233080
Fiducian Financial Services Ringwood
Victoria
- fpsupport@fiducianfs.com.au
- Phone
- 0437 146 348
- Address
-
1/339 Mitcham Road, Mitcham VIC 3132
PO Box 1101, Mitcham North VIC 3132
About Stephen Batchelor
With over 20 years experience in Financial Planning, Stephen realises that getting to know your clients, understanding their goals and aspirations, combined with a commitment to quality advice and service are the qualities clients look for in building long term relationships with their planners.
Stephen commenced his financial planning career with AMP and prior to joining Fiducian worked for 2 of the major banks as a senior planner.
Stephen holds a Diploma of Financial Planning and is currently finalising his studies for the completion of a Bachelor Degree in Financial Planning. Stephen continues to maintain his professional authority through ongoing education, training and development.
Away from the office Stephen enjoys spending time with his wife and 2 young boys. He enjoys mountain biking and getting out on the water with his Jetski.
As an Authorised Representative of Fiducian Financial Services, Stephen is committed and eager to provide you with a high level of service in a professional manner; including strategies to cover wealth creation, pre-retirement and retirement advice, maximising Centrelink benefits, minimising tax in retirement and re-arranging finances to minimise ongoing fees prior to entering Nursing Homes / Hostels.
Stephen has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
About Stephen Batchelor
With over 20 years experience in Financial Planning, Stephen realises that getting to know your clients, understanding their goals and aspirations, combined with a commitment to quality advice and service are the qualities clients look for in building long term relationships with their planners.
Stephen commenced his financial planning career with AMP and prior to joining Fiducian worked for 2 of the major banks as a senior planner.
Stephen holds a Diploma of Financial Planning and is currently finalising his studies for the completion of a Bachelor Degree in Financial Planning. Stephen continues to maintain his professional authority through ongoing education, training and development.
Away from the office Stephen enjoys spending time with his wife and 2 young boys. He enjoys mountain biking and getting out on the water with his Jetski.
As an Authorised Representative of Fiducian Financial Services, Stephen is committed and eager to provide you with a high level of service in a professional manner; including strategies to cover wealth creation, pre-retirement and retirement advice, maximising Centrelink benefits, minimising tax in retirement and re-arranging finances to minimise ongoing fees prior to entering Nursing Homes / Hostels.
Stephen has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product