Whatever your life stage, making the right decisions about your financial situation has never been more important.
SPECIALIST FINANCIAL SOLUTIONS
Prides itself on being a boutique company that provides a comprehensive range of financial planning services to the clients. With more than 30 years’ experience, collectively, guaranteed that you’re getting the best benefits delivery of advice and service. Delivers professional financial services & custom-tailored planning strategies.
Specialist Financial Solutions has a team of qualified financial planners in WA, NSW and Victoria:
Ryan Kelly – WA
Ryan is a Senior Financial Planner based in Perth whose job involves assisting clients with meeting their insurance, superannuation, estate planning & budgeting requirements, as well as complex planning involving tax strategies, trust structures & Self-Managed Superannuation Funds. Ryan has a Bachelor of Science & Business Administration with a concentration in General Business at Midland University in Nebraska. He has completed the Financial Planning Association’s Certified Financial Planner certification in the year 2013.
Alex Naylor – NSW
Alex is a Senior Financial Planner based in Sydney who has been involved in Advice for over 8 years holding a range of positions including para-planner, associate & senior adviser positions. What’s making him stand out from the rest is that he always has his heart & sincerity in the way he interacts with his clients and is passionate about giving them great outcomes and peace of mind.
Alex has a Bachelor of Commerce majoring in Accounting & Financial Planning, a finalist in the University Challenge & won the Value of Advice Award in 2017.
Stevie-Jade Turner – Victoria
Stevie-Jade completed a Bachelor of Commerce, majoring in Accounting and Financial Planning from Curtin University from 2007 – 2009. Even before completing her study, she has started working in Financial Planning, keen to get hands on experience. She completed the Financial Planning Association’s Certified Financial Planner certification, the highest distinction in the Financial Planning profession in 2014.
Stevie-Jade has spent time coaching Financial Planners, where she was responsible for the training and development of over 120 planners as well as inducting over 150 planners from all over Australia in Westpac’s national induction. Nominated for the Rising Star Award 2016, MLC Victoria’s Young Adviser of the Year 2017, and the Female Excellence in Advice Award 2018, Stevie-Jade has been humbled by the recognition from her peers. She is currently a Senior Financial planner based in Melbourne.
What separates Stevie-Jade from every other Financial Planner is that she has passion to educate & empower those seeking her advice, with a special interest in educating youth. Clients say, with her advice, they feel confident and in control of their financial futures.