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Financial Planner | Director

Steven Stolle

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Financial independence isn’t just a number — it’s a feeling. My job is to help you build the plan, the habits, and the confidence to get there and stay there.

Investment Specialist

Meet Steven

Steven has been working in financial services since 2015, but his path to financial planning started well before that. Earlier in his career he worked directly with people experiencing severe financial hardship – and it was there that he saw, up close, how often the gap between struggle and stability comes down to planning and a clear vision. That experience shapes everything about the way he works with clients today.

His practice is built around helping people establish a strong financial foundation: managing debt, building cashflow discipline, growing wealth through smart superannuation and investment strategies, and putting the right insurance protection in place. He’s particularly focused on the earlier stages of the financial journey – the clients who are starting out or starting to get serious – and takes genuine satisfaction in watching people move from uncertainty to confidence.

Outside of the numbers, Steven brings a warmth and curiosity to client relationships that makes the planning process feel less daunting and more like a conversation between people who are on the same side.

Get in Contact

0448 094 523
stevens@sydneyfinancialplanning.com.au

Specialist Skills

  • Wealth creation strategies
  • Debt reduction strategies
  • Cashflow management
  • Risk management
  • Superannuation
  • Retirement planning

Professional Qualifications

  • Diploma of Financial Planning (DFP)
  • Advanced Diploma of Financial Planning (ADFP)
  • Graduate Diploma of Financial Planning (GradDipFinPlan)

Membership & Associations

Career Highlights

Steve has been working in financial services since 2015 and has a keen interest in helping clients to develop a strong foundation on which to build wealth and a sustainable lifestyle. Steve’s journey to financial planning started over a decade ago while working with people suffering severe financial hardship, and stemmed from the realisation that the difference between failure and success is a small margin, a gap that can often be closed with planning and a clear vision.

Outside of Work

Steve has been married for 10 years and enjoys spending time with family and friends over food and drinks. He has a keen interest in motorsports, art, and music (although he probably has too much French pop in his playlist).

William Bracey - Senior Financial Planner & CEO

Download Steven’s Profile

Steven Stolle – Planner Profile
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