"Professional  advice  that  everyone needs"

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Your Adviser

20130701 SJM Portrait

Stephen Maguire – Director – Senior Adviser
Certificate in Financial Markets, Diploma Financial Services (Financial Planning), Advanced Diploma Financial Services (Financial Planning)

Stephen has been involved in financial planning since 1986 and his understanding if the commercial and lifestyle value of Life insurance is unmatched. His advisory experience boasts a list of key pillars of the financial services industry in both public and private organisations. He has engaged in management and advisory roles with ANZ Trustees, Hambros Bank, Colonial Life, Macquarie Investment Management Limited, MLC, Lonsdale Financial Services and KPMG. Stephen has experience in all facets of financial planning but specialises in the critical area of life insurance.

Stephen holds an Advanced Diploma of Financial Services (Financial Planning) and specialist accreditation in Business Insurance and Estate Planning.

 

“It’s easy for people to be overwhelmed by the myriad of options and issues. We will help you to understand the important issues as they relate to you. Then we will work out a plan that gives you the most effective range of protection that fits within your budget.”