Stephanie YeungSTEPHANIE YEUNG CFP® Adv. Dip. FS (FP) – has been in the Financial Industry since 2006. Stephanie has an Advanced Diploma in Financial Services as well as a bachelor’s degree in commerce and is able to provide advice in a wide range of financial investments and strategies including Superannuation & income streams, self-managed super funds, Centrelink Eligibility Strategies and pension maximisation advice together with specialist advice in Defined Benefit funds. Stephanie is now an Accredited Retirement Living & Aged Care Specialist Professional providing advice to individuals and families who are dealing with complexities of puttting someone into Care or Nursing Facilities and require assistance in dealing with the myriad of rules and paperwork.

With over 13 years of industry experience, Stephanie has worked successfully with people from various backgrounds including young investors, mums and dads, small business owners, executives, pre-retirees and retirees. 

Stephanie is a member of the Tax Practitioners Board (TPB) and the Financial Planning Association (FPA).

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Certified Financial Planner
Mobile No - 0417 149 624
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Quadrant Securities Wodonga Pty Ltd (CAR No. 434366), Neil Evans Financial Services Pty Ltd (CAR No. 343738) are Trading as Quadrant Financial Planning Wodonga and are Corporate Authorised Representatives of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.