
Stephen Gray
Specialises in: Self Managed Super Fund advice and Strategic Client Advice solutions Stephen, has assisted clients in achieving their... | Melbourne, Melbourne, Australia
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Stephen Gray’s Location Melbourne, Melbourne, Australia
Stephen Gray’s Expertise Specialises in: Self Managed Super Fund advice and Strategic Client Advice solutions Stephen, has assisted clients in achieving their wealth management goals since establishing his financial planning consultancy business in 1985 - first known as Stephen Gray and Associates. Since then, Stephen has established a strong, long-term clientele that has remained loyal in changing financial times - a testament to Stephen's quality advice to clients regarding financial planning, investment and superannuation. In recent times Stephen has worked hard to build a quality team at SGA Private Wealth Management, who now work alongside him in supporting clients to achieve their desired financial outcomes. SGA Private Wealth Management - Our Story So Far. SGA Private Wealth Management is a financial advisory practice that offers clients expert financial planning advice, allowing them to maximise and protect their wealth in an ever-changing financial environment. We do this by: delivering exceptional service; building quality, open and honest client relationships; and, offering informed strategic advice that allows our clients to achieve the best possible outcomes. At SGA Private Wealth Management, our vision is to be Geelong’s first choice wealth management practice, providing optimum client care with a focus on exceptional financial planning and Self Managed Super Fund (SMSF) advice to a clientele engaged in the management of their wealth. Based in Geelong's CBD, our services include: - Investment Advice - Self Managed Super Fund (SMSF) Advice - Superannuation Advice - Retirement Income Strategies - Personal Insurance Advice - Centrelink Assistance Engage & Grow With SGA.
Stephen Gray’s Current Industry Magnitude
Stephen
Gray’s Prior Industry
Sga Private Wealth Management
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Hg Financial Services
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Magnitude
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Work Experience

Magnitude
Financial Adviser
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Hg Financial Services
Practice Principal
Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Sga Private Wealth Management
Principal Financial Adviser
Tue Jan 01 1985 00:00:00 GMT+0000 (Coordinated Universal Time) — Present