Hillross

Stephanie Ucchino
Financial Adviser
Hunter Wealth. Level 10, 20 Hunter Street, Sydney, NSW 2000
Authorised Representative and Credit Representative of Hillross Financial Services Limited

Stephanie has been with Hunter Wealth since 2016, choosing a career in Financial Planning because of her love of ongoing relationships. She has a strong belief in the need for deep interpersonal connections and trust in the advice process. Stephanie feels that the true value of advice lies in the meaningful relationships with our clients, which gives them the comfort to live their lives the way they want to.

Stephanie is a Certified Financial Planner (CFP), with an expertise in her ability to think strategically. She plays an important role within the wider team, as an advocate for collaborative working to ensure that our client’s goals are prioritised.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Diploma of Financial Planning
  • Bachelor of Commerce (m. Commercial Law)
  • FAAA - Financial Advice Association Australia
  • CFP®- Certified Financial Planner (FAAA)
  • JP – Justice of the Peace (for NSW)

Areas of
Expertise

Insurance
Retirement
Self Managed Super Fund
Superannuation
Wealth Creation

In my years working in the Financial Planning industry and throughout my varied roles, I have developed a deep understanding for the advice process, which has assisted me in connecting with my clients to seamlessly guide them through their personal financial journeys.

To me, engaging with a financial adviser is a long-term commitment and investment in oneself. An advice relationship can truly be pivotal in being able to achieve your longer-term financial freedom goals. With the appropriate structures and frameworks in place, I endeavour to provide my clients with the peace of mind that they are in control of their own destinies.

Stephanie's ideas of Financial Freedom

Financial Freedom is the ability to freely create memories with my family, and to share the wonders of the world with my young children, without burden or hesitation.

Media

The Hillross corporate advisory firm is responsible for the content of this page. Other than as required under consumer protection law or the Corporations Act 2001 (Cth), under no circumstances will Hillross Financial Services Limited and its related companies be liable for any loss or damages caused by a user’s reliance on the content of this page.

Some quick facts about Stephanie

Stephanie speaks:

English

You can meet Stephanie:

In our office
Meet outside of office
Phone meetings
Teams
Zoom

Contact Stephanie directly:

Ph. (02) 9003 4100
Request a meeting

Hunter Wealth

WE ARE HUNTER WEALTH Our kind of passion is a rare quality in the conservative and corporate world of wealth management. We partner with our clients for the long term, offering a unique and personalised experience that is tailored to their needs and financial dreams. It is only when we fully understand an individual client’s idea of Financial Freedom that we can help them create the life they want to live.
Level 10, 20 Hunter Street, Sydney, NSW 2000
Ph. 02 9003 4100