Quick links img
image
Calculators & tools img
Contact us img
  • Call us on 02 6554 8287
  • Send us an email

Stephen Donnelly

Stephen Donnelly

Mr Stephen Donnelly
Financial Planner

Financial Services Guide

Experience

I am a Retirement, Superannuation Planning and Risk Management specialist who has been providing advice on these matters for over 28 years.

Qualifications

I am a qualified Financial Planner, am currently completing my Diploma of Financial Planning, and an Associate of the Financial Planning Association.

Additional Information

Office located at 24 Prince Street, Grafton NSW 2460

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address 24 Prince Street Grafton NSW 2460
Phone 02 6642 1061
Email steve@rfsadvice.com.au