Stephan Independent Advisory
Financial Services • 
Melbourne, Victoria, Australia • 1-10 Employees
Company overview
| Headquarters | 5 Porter St, Hawthorn East, Victoria 3123, AU |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Succession Planning, Wealth Management, Retirement Planning, Philanthropy, Family Business |
| Founded | 1995 |
| Employees | 1-10 |
| Socials |
Key Contact at Stephan Independent Advisory
James Stephan
Director & Senior Financial Advisor
Stephan Independent Advisory Email Formats
Stephan Independent Advisory uses 1 email format. The most common is {first initial} (e.g., j@siadvisory.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@siadvisory.com.au | 100% |
About Stephan Independent Advisory
Stephan Independent Advisory provide independent wealth management advice to successful family business owners and self-funded retirees. As a 100% family owned and operated business, we help our clients avoid the challenges involved with transitioning out of the business they’ve worked hard to build, and remove the stress and anxiety that comes with being responsible for the financial future of their family. Because at the end of the day, whether it’s maintaining a family business, or putting long-term plans in place for retirement and beyond, nothing is more important than family. We help our clients preserve, protect, and transfer their wealth, and ensure that their family’s legacy is preserved. We’re proud to be one of a select few of Australian financial advice practices that are truly independent. We’re not affiliated with any financial institutions, and the entirety of our professional fees are paid by our satisfied clients. This means we provide completely unbiased, objective advice and support, with the only goal to see our clients achieve the life they envisaged for their family, both now and into retirement.
Stephan Independent Advisory revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Stephan Independent Advisory has never raised funding before.
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