Stephanie (Steph) Patrick has joined Hewison Private Wealth as a passionate Wealth Adviser with a strong track record of helping clients achieve financial independence. Steph will work closely with you to make the most of your financial resources, developing financial strategies and investment advice designed specifically with your individual needs and aspirations firmly in mind, always.

With over 12 years of experience across advice and relationship management and having acquired a broad and unique depth of knowledge whilst working at large, well-respected financial services organisations, the commitment to helping clients gain and maintain a sound understanding of their financial potential, is what drives Steph’s work.

Steph loves to see her clients grow, prosper, and become reassured and more satisfied with their financial and lifestyle circumstances as a result of her strategic advice and guidance.

Steph has achieved the highest level of accreditation, as a Certified Financial Planner CFP® and holds the following additional qualifications:

• Bachelor of Commerce (Finance)
• Bachelor of Arts (Journalism)
• Diploma of Financial Services (Financial Planning)
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Wellbeing (financial and non-financial) is important to Steph – having been active in educating people about personal finance and financial literacy, speaking on a number of occasions at large corporations in Australia, including the Country Road Group, David Jones, and MECCA Brands. This focus on wellbeing also flows through to Steph’s personal life – Steph loves to travel, practice and teach yoga, spend time outdoors with friends, family and her Cavalier King Charles, Rosie, and let’s not forget enjoying delicious food.