PSK FINANCIAL SERVICES

Josef Stadler

Phone: 0410 645 704
Email: joes@psk.com.au
Website: www.psk.com.au

Services Provided & General Information

Joe specialises in providing high quality personalised financial advice to high net worth professional clients, focussing on:

- Property Investments and Structuring
- Investment Structures and Asset Holding
- Insurance and Risk Management (including mortgage protection)
- Budgeting and Mortgage Reduction strategies
- Investment Planning and Tactical Portfolios
- Direct Equites, Managed funds and Structured Investments
- Tax Effective Wealth Creation & Gearing
- Superannuation, Retirement Planning and Self Managed Super (SMSF)
- Business Planning
- Issues important to expatriates and foreign tax residents

He has been a financial planner since the start of 2001 and gained his experience with a wide range of different organisations, including a major bank’s financial planning arm, a boutique firm, and under AXA Financial Planning’s license.

Joe now operates his practice within the PSK Financial Services Group and is licensed by the AXA - owned Charter Financial Planning. PSK is Charter’s largest financial planning firm and is one of a select number of businesses awarded the prestigious Certified Quality Advice Practice status.

PSK’s main office is located 2 minutes from Central Station. Joe also works from his City office on Kent Street.

Joe holds an Advanced Diploma in Financial Planning, is fully qualified to give personalised advice and is currently completing his CFP (Certified Financial Planner) qualification. 

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