Stephen in 3 Words: Determined, disciplined and industrious
With more than twenty years experience in the financial services industry, Stephen Catterall combines extensive financial knowledge, a passion for helping others and a direct and focussed approach to consistently bring clients the ultimate success in their financial endeavours. Stephen, alongside his wife Sonya, are both Financial Advisors and joined the Stockdale & Leggo community 18 months ago where they liaise with the group branches to provide financial planning, finance, insurance and business consulting advice to both employees and clients of the network. Stephen’s proudest moment is finalising the S&L Financial Logic venture which is an industry first, making this a very exciting time for both Stephen, S&L Financial Logic and Stockdale & Leggo.
What He Brings
Stephen’s tenacity and outstanding people skills enables him to build instant rapport with clients, listening to their needs and wants from the outset, and formulating a tailored plan to help them achieve their financial goals. Stephen’s role brings him into contact with an immense array of diverse and interesting people which he enjoys tremendously, and through determination, shrewd financial acumen and hard work, he is able to consistently deliver high results to clients, resulting in a stream of repeat and referred business.
Stephen is passionate about continuous development and as such is currently enrolled in a PhD program and works with Torrens University as an Associate Professor assisting with their Economics and Finance degrees, which is where his limited spare time is invested.