Who We Are
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
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.
Hogeschool Holland, Deakin University / Financial Planning Association, Curtin University of Technology, Security Institute, Self Managed Superannuation Association. Ethical Investment Association
Bachelor of Business, Diploma Financial Planning, Australian SMSF Specialist Adviser program, Certified Financial Planner program, Licensed Amateur Radio Operator.
Vice president BNI Northern Stars, President Geraldton Windsurfing Club, Professional Windsurfer, Coronation Beach Recreational Improvement Committee. Point Moore Improvement Group.
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.