Hillross

Stephen Shaw
Certified Financial Planner and Principal of Hillross Riviera Latrobe
Hillross Riviera Latrobe. 111 Main Street, Bairnsdale VIC 3875

Stephen is dedicated to helping clients achieve their own version of financial freedom—whether that means reaching personal goals, building security and peace of mind, or supporting family members. His approach is centred on understanding what matters most and providing tailored advice to help make it a reality.

 

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planner (R) since 2001.
  • Member of the Financial Planning Association since 1997.

Areas of
Expertise

Insurance
Investments
Self Managed Super Fund
Superannuation
Transition to retirement

Stephen Shaw commenced his career as a Financial Planner in 1993. He holds a Diploma of Financial Planning and became a Certified Financial Planner™ in 2001. Stephen has spent much of his career as a Practice Principal, successfully leading two financial planning practices over a period of more than 19 years.

He is now the Practice Principal of Hillross Riviera Latrobe, where he has positioned the firm to deliver the highest level of advice and personalised service to clients.


Stephen's ideas of Financial Freedom