Stephen Degiovanni — Aspire Retire
As co-founder of Aspire Retire Financial Services in 2003, Stephen Degiovanni brought more than 20 years experience to the business, in providing professional accounting and financial advice to clients in tier-one chartered accounting firms and national stockbrokers.
A specialist in long-term investment planning and structuring of investments, Stephen is passionate about realising Aspire Retire’s core promise to every client: clarity, direction and confidence.
He works closely with clients to clarify both personal and financial goals and then recommends a strategic direction that best suits each client’s unique situation. Stephen’s qualifications and experience, coupled with his focus on delivering a very personalised planning service, instills confidence in his clients that their investment strategy is a sound one and will deliver the lifestyle and financial security they desire.
His clients include self-funded retirees, wealth accumulators, family businesses, self-managed superannuation funds and high net worth individuals. In particular, he has played a vital role in developing the financial planning divisions of companies with whom he has worked throughout his career.
Stephen is a Certified Financial Planner with the Financial Planning Association of Australia Limited and a Certified Practising Accountant (CPA) with more than a decade’s experience in superannuation and income tax. He is also a recognised SMSF Specialist Adviser with the Self Managed Super Fund Professionals Association of Australia. He holds a Bachelor of Commerce, majoring in Accounting and Law in Administration.