Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
4
self-reported 2–10 band
Founded
1995
31 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Public Company
self-reported
Legal entity
1 brand → 1 confirmed entity
STEPHAN INDEPENDENT ADVISORY PTY LTD
ABN77605141311
Legal entities
Show as table · Stephan Independent Advisory: 1 registry entity
| STEPHAN INDEPENDENT ADVISORY PTY LTD | ABN 77605141311 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Stephan Independent Advisory provide independent wealth management advice to successful family business owners and self-funded retirees.
As a 100% family owned and operated business, we help our clients avoid the challenges involved with transitioning out of the business they’ve worked hard to build, and remove the stress and anxiety that comes with being responsible for the financial future of their family.
Because at the end of the day, whether it’s maintaining a family business, or putting long-term plans in place for retirement and beyond, nothing is more important than family. We help our clients preserve, protect, and transfer their wealth, and ensure that their family’s legacy is preserved.
We’re proud to be one of a select few of Australian financial advice practices that are truly independent. We’re not affiliated with any financial institutions, and the entirety of our professional fees are paid by our satisfied clients.
This means we provide completely unbiased, objective advice and support, with the only goal to see our clients achieve the life they envisaged for their family, both now and into retirement.
Specialties
All 5 specialties
- Family Business
- Philanthropy
- Wealth Management
- Retirement Planning
- Succession Planning
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU5 Porter St; Hawthorn East, Victoria 3123Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
3 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
Which legal entity operates under Stephan Independent Advisory?
One Victoria entity on the ABR: STEPHAN INDEPENDENT ADVISORY PTY LTD (ABN 77 605 141 311), high confidence.
How many people work at Stephan Independent Advisory?
4 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Stephan Independent Advisory have offices?
One address on record, Australia only. Primary: 5 Porter St, Hawthorn East, Victoria 3123.
Has Stephan Independent Advisory raised funding?
None linked to this brand.
What does Stephan Independent Advisory list as its specialties?
Five tags on the brand's own list, among them wealth management, succession planning and family business.
Which companies are listed alongside Stephan Independent Advisory?
5 profiles list Stephan Independent Advisory as a peer — 72nd percentile in Financial Services. It lists ten peers of its own. Be BlueRock Foundation and Integrity Financial Planners list it back.