Congratulations!

We would like to congratulate Stephen on his recent win of the 2011 Securitor WA Adviser of the Year Award.  Stephen’s win is a reflection of the focus that Profusion Planning’s advisers place on providing high quality, personalised advice to their clients.

Below is an extract of of the media release published in community papers across Perth.

With a focus on personalised, high quality advice, Stephen helps clients meet their personal, family and business goals.

“The Securitor national awards recognise practices and individual advisers who demonstrate exceptional standards in best practice, a commitment to continual development and a strong focus on top-quality financial advice” said Matt Englund, Head of Dealer Groups, BT Financial Group

“Stephen demonstrates all those qualities and more. He is a most deserving recipient of the WA Financial Planner of the Year award, and we are very proud of his achievements,” said Englund.

As Director of Profusion Planning Stephen provides advice in all aspects of financial planning, helping a wide range of clients find financial freedom. He also has a strong focus on clients with a medical background as well as directors of small to medium enterprises.

He has over fifteen years experience in financial services and started his financial planning career in 1998. In 2006 founded a company known as Grove Wealth in order to serve the growing financial planning needs of clients of the Grove Accounting Group.

In 2010, he founded Profusion Planning with Brad Dudumas. The main driver for this change was to expand the financial planning services to include other professional practices wishing to utilise the skills of Stephen and his team.

Stephen has consulted for and assisted in the setup of many financial planning businesses in Australia and more predominately Perth. Some of these include Bank West and Home Financial Planning (now known as Bank of Queensland).

Stephen has won awards for his services, including “Adviser of the year in WA” in the year 2008 and 2010.

Stephen feels extremely privileged to receive the award. “There are many good advisers in the industry and it is humbling to be presented the award in light of this,” he says.

 “My role is to assist clients achieve their financial goals and the reward is seeing my clients meeting these goals.”

“I enjoy what I do and so receiving this award is icing on the cake.”

To book an appointment with one of the Profusion advisers (Stephen, Brad or Brendon),  please contact the office on (08) 9316 3050.