Stephen Donaghy - Private Client Adviser

Stephen is passionate about the value of financial advice and takes great pride in creating strategies that help his clients achieve their financial goals.

Beginning his career as a paraplanner in 2004, Stephen moved into a financial adviser role in 2005. During his time as a financial adviser, he has developed expertise in retirement planning strategies and Centrelink considerations.

You can read more about Stephen by downloading his profile:

Visit Stephen on-campus 

Stephen regularly visits James Cook University and University of Queensland (St Lucia and Gatton campuses). If you'd like to make an appointment to see him on your campus, simply call 1800 823 842 or contact UniSuper Advice

Testimonial

"I sought the services of Stephen Donaghy to advise me on planning for my financial security in retirement. I was very impressed with the highly personalised professional service and advice he gave me, and how he tailored this specifically to suit my situation. He considered my assets, future needs and lifestyle aspirations, and then provided and implemented a strategy to provide the finances to meet my hopes.

Stephen’s work is above and beyond what I could have expected, and his expertise and attention to detail faultless. I have every confidence in him and have no hesitation in recommending his services with complete trust.”

Marcelle Moran - UniSuper member




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