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STEPHEN BROADHEAD ballarat_stephenb
Representative
Principal - Financial Adviser
DipFP CFP®

Stephen joined WHK in 2007 following the merger of Ballarat Wealth Advisers which he founded some 9 years earlier having previously worked within the ANZ Bank for 20 years.

He provides advice in:

  • Deposit Product
  • Managed Investments Scheme
  • Superannuation
  • Life Insurance Product
  • Self Managed Superannuation Funds
  • Retirement Savings Accounts
  • Securities
  • Investment Life Insurance Product
  • Investor Directed Portfolio Service
  • Margin Lending
  • Public Offer Superannuation
  • Tax Effective Investment
  • Corporate Superannuation
  • Government Debentures, Stocks and Bonds

Stephen is a past chairman of the Ballarat branch of the Financial Planning Association (FPA) and remains an active member today.


T  03 5304 5700
E  stephen.broadhead@whk.com.au

 


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