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Who We Are

Independent Advisers

We are a local Boutique Financial Services Business operating from Geraldton, WA since 1999. Mick Steffan is the Managing Director & Senior Executive Officer supported by a team of Subject Matter Experts.

ABOUT MICK STEFFAN

Michel (Mick) Steffan

M.Taxation, Dip FP , CFP 1-5, B.Bus, PIFA, Cert 2 New Bus

Managing Director

Michel has been in the financial industry since 1994 and has been based in Geraldton since 1999. Before he came to Australia Michel acted as an insurance agent, options and futures settlements trader, and financial news resources researcher in Amsterdam.

Since becoming an adviser he has worked with local financial planners Norm Jupp, Joe Sadowski, and Dave Moustaka as a client service and business development manager. Michel  attained his Certified Financial Planner designation in 2006, his Specialist Self Managed Super Fund Adviser designation in 2008, and his Masters in Taxation in 2011.

 

In 2011 Michel joined forces with Adam Hunter Accountants to set up Indian Ocean Financial Services. Eight years later in 2019 the dream of becoming an Independent Adviser became a reality and Independent Advisers WA was formed.

MORE INFORMATION

Education

Hogeschool Holland, Deakin University / Financial Planning Association, Curtin University of Technology, Security Institute, Self Managed Superannuation Association. Ethical Investment Association

 

Qualifications 

Bachelor of Business, Diploma Financial Planning, Australian SMSF Specialist Adviser program, Certified Financial Planner program, Licensed Amateur Radio Operator.

Former Activities

Vice president BNI Northern Stars, President Geraldton Windsurfing Club, Professional Windsurfer, Coronation Beach Recreational Improvement Committee. Point Moore Improvement Group.

Other Activities

  • Online and free weather data from Geraldton Port Weather, Point Moore, Coronation and Port Denison 

  • Financial news wire researcher Dow Jones Telerate, Option and Future Trading and Settlement

  • Abrolhos Islands Conservation Group

  • Founder of Nic and Mick Photography

Michel's lifetime passion is windsurfing and currently competes as a semi professional. He also enjoys other sports such as spearfishing, surfing, kiting, sailing, beach volleyball, dirt biking, and running. 

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