Stephanie Yeung, CFP®

Name Stephanie Yeung CFP®
Company Findex Advice Services Pty Ltd
Address 491 Smollett Street
Albury, NSW 2640
Phone 02 6021 1111

As a Certified Financial Planner with over 18 years in the industry, my expertise encompasses key areas such as financial goal setting, cash flow management, retirement planning, self-managed superannuation funds, aged care, and estate planning. My unwavering dedication lies in guiding clients through the ever-evolving landscape of their life and financial journeys. Effective financial planning starts by gaining a comprehensive understanding of clients' current situations and future aspirations. By establishing clear financial goals and implementing tailored strategies that suit their individual circumstances, I empower clients to navigate the inevitable changes that life brings confidently. Whether it's adapting to unforeseen events, preparing for retirement, managing cash flow, or securing a lasting legacy for future generations, I am committed to delivering ongoing support and helping clients achieve their desired outcomes. With my expertise and personalised approach, we can embark on the path to financial success together.

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