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Angus Stephen



Contact Angus 

(02) 9957 4033

  


Senior Wealth Advisor 
Bates Cosgrave Wealth Management

Authorised Representative ASFL 277860

Angus is a Commerce graduate of the University of New England and holds an Advanced Diploma of Financial Services (Financial Planning). He is also a qualified Life Risk Specialist® and a member of both the Financial Planning Association and the Association of Financial Advisers. 

An experienced wealth advisor, Angus passionately believes in the value of a well-structured lifestyle based financial plan. Also, as a risk specialist, he can recommend a plan than can deliver peace of mind and superior financial outcomes when individuals or families experience the unexpected. 

This holistic view of a client's requirements includes estate planning and assisting businesses with succession planning to facilitate the best possible financial outcome for the organisation's Directors.

Find out more about Bates Cosgrave Wealth Management.


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