Stephen spent the first two decades of his career providing professional accounting services and financial advice to clients in tier-one chartered accounting firms and national stockbrokers. He played a vital role in developing these companies’ financial planning divisions before co-founding Aspire Retire Financial Services in 2003 with his wife and business partner, Olivia Maragna.
As a specialist in long-term investment planning and structuring, Stephen focuses on delivering Aspire Retire’s core promise to every client. Providing clarity, direction, and confidence means his clients can thrive in life, free from money worries or regrets.
He works closely with his clients, including self-funded retirees, wealth accumulators, family businesses, self-managed superannuation funds and high-net-worth individuals. His vast experience and professional qualifications help develop a trusting relationship.
After clarifying their personal and financial goals, Stephen recommends a strategic direction and sound investment strategy that considers their unique situation and leaves them confident they’ll achieve their desired lifestyle and financial security.
Stephen is a Certified Financial Planner® with the Financial Planning Association of Australia and a Certified Practising Accountant (CPA). He has over two decades of experience in superannuation and income tax.
Stephen is a Certified Financial Planner® with the Financial Planning Association of Australia and a Certified Practising Accountant (CPA). He has over two decades of experience in superannuation and income tax.
He’s a recognised SMSF Specialist Adviser with the Self Managed Super Fund Professionals Association of Australia and holds a Bachelor of Commerce, majoring in Accounting and Law in Administration.
Telstra Business Awards Qld Winner