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Transition to Retirement Recent Posts

Our Planners

Anthony Stedman (CFP & Fellow of the FPA)


Anthony Stedman - Transition to Retirement Advice

Managing Director and Senior Financial Planner

Anthony entered the financial planning industry in the early 80's. His down to earth approach ensures that people have a clear and concise understanding of what it is they need to be doing in order to achieve their financial goals.

He has a keen personal interest in Self Managed Superannuation and Transition to Retirement advice and manages both of these important areas in the practice.

Anthony has taken a leadership role within the industry having served the wider Financial Wisdom Adviser community on the Adviser Forum since 1998. This role has ensured strong relationships with both the Group management team and also with leading product manufacturers and suppliers. In recognition of his long standing relationship with Financial Wisdom Ltd and his professional approach to managing a successful financial planning practice, Financial Wisdom extended an offer to him to join Financial Wisdom Premium as a foundation member when it was first launched in 2006.

He has been an Authorised Representative of Financial Wisdom Ltd since 1991. He has completed the Diploma of Financial Planning and obtained Certified Financial Planner (CFP) status, as well as being a CFP member of the Financial Planning Association.

Anthony has also been awarded "specialist adviser" designation by the peak body of the Self Managed Superannuation, SPAA

CFP Designation Transition to RetirementSPAA Sepcialist Advisor Designation; Transition to retirement

 

Adam Watts (B.Comm - G.Dip FP - G Dip App Fin and Inv)


Adam Watts - Transition to Retirement AdviceRising Star Winner (Financial Wisdom) 2009
Senior Financial Planner

Adam has been a qualified Financial Planner since 2004 and has over 10 years’ experience in financial services, including financial advising, tax accounting and funds management.

Adam has a Bachelor of Commerce degree from Monash University, with post-graduate diplomas in Financial Planning as well as Applied Finance & Investment, completed through the Securities Institute of Australia.

Adam’s areas of advice specialisation include wealth creation and investment, financial strategies and Self Managed Superannuation.

Adam has also been awarded "specialist adviser" designation by the peak body of the Self Managed Superannuation, SPAA

  Transition to Retirement; SPAA designationTransition to Retirement; Value of advice award

Hugo JB Sampson (B.Bus Economics & Finance, Dip.FS Financial Planning)


Hugo Sampson - Transition to Retirement AdviceFinancial Planner

Hugo came on board with LifeTime Financial Group in 2004 and worked as a full time paraplanner whilst also completing his tertiary education in Melbourne.

In 2007 Hugo completed a Bachelor of Business in Economics & Finance at RMIT University in Melbourne. Having graduated, Hugo rejoined us in November 2007 as Private Client Manager, managing and overseeing client's strategic financial plan implementation from beginning to end. Hugo completed his Dip. Financial Services in Financial Planning and is currently an Authorised Representative of Financial Wisdom Limited.

Hugo's education, background and grasp of financial planning and clients' needs along with his commitment provide an excellent base for establishing a strategic financial plan.