Stephen Farrell, AFP®

Name Stephen Farrell AFP®
Company Guided Wealth
Address Suite 309 737 Burwood Road
Hawthorn East, VIC 3123
Phone 1 300 023 842

At Guided Wealth we are focused on helping high performing Professionals and Small Business Owners reclaim their time and achieve Financial Independence as soon as possible. Our clients value their time too much to spend it stuck in managing their finances and tracking the investments that are required to live life without being constrained by money.

Guided Wealth was established in 2008, originally located in Doncaster East, the office is now in Ringwood, Victoria. As one of the few truly independent, fee-only financial planning firms at the time, we quickly earned a reputation for client-first advice with strong experience dealing with the complex needs of highly successful clients, whether employees, self-employed or small business entrepreneurs.

Stephen Farrell is the Director & Senior Financial Planner at Guided Wealth and has over two decades of experience in the financial services sector. Stephen has a Bachelor of Commerce from the University of Melbourne, as well as a Graduate Diploma of Applied Finance & Investment and a Graduate Diploma of Financial Planning, both from the Securities Institute.

Stephen has a strong background with small businesses, and their owner operators, with experience across various business structures, planning, key man risk insurance, succession planning and investing via multiple entities or structures. Self Managed Super Funds are also a key area of expertise for Stephen, who believes their flexibility and control, for the right investor, is invaluable.

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