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Financial PlannerSteph is now a financial adviser with Bernie Lewis Wealth Management, who originally joined KFG in 2001. She began managing our Client Reviews of current portfolios, then progressing to our Paraplanning team in the preparation of Statements of Advice. She became a qualified Financial Adviser in 2004, and has since completed an Advanced Diploma in Financial Services. Steph is committed to looking after our clients and helping them achieve their lifestyle goals. Steph is an Authorised Representative of GWM Adviser Services Limited, an Australian Financial Services Licensee. T: (08) 8415 2700
Financial Services Guide – KFG (PDF 184Kb) Financial Services Guide – Bernie Lewis Wealth Management (PDF 198Kb)
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