Anthony Stedman in

Anthony Stedman

Captain · DISC type SD
Financial Planner and Principal at Lifetime Financial Group
📍 Greater Melbourne Area, Australia

Anthony is the Founder and Principal Financial Planner at Lifetime Financial Group, a firm he established to provide unbiased, fee-for-service advice. He is a Certified Financial Planner specializing in Self-Managed Superannuation Funds and directly held investment portfolios. He studied Marketing at Caulfield Institute of Technology.

Outside of his professional life, Anthony has a keen interest in travel and global markets, having taken trips to Vietnam, Cambodia, and New Zealand. He enjoys balancing his work by taking time for meaningful personal experiences.

He has a unique philosophy of taking profit from his business and investing it wisely in personal experiences, such as travel.

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Experience
41 Years
Current Role
Financial Planner and Principal
Job Level
Senior
Location
Greater Melbourne Area, Australia
Personality Overview

How Anthony shows up

Output-Driven
Decisive But Calm
Planner & Achiever

They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Anthony cares about

Self-Managed Super
Specializes in Self Managed Superannuation Funds (SMSF) and directly held investment portfolios, offering clients direct control over their assets.
Unbiased Financial Advice
His practice operates on a fee-for-service basis, ensuring advice is not influenced by commissions from financial institutions or fund managers.
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Career

Work history

1-1985
Financial Planner and Principal
Lifetime Financial Group
1-1984
Owner
Lifetime Financial Group
In the press

Media appearances

Anthony Stedman - CFP Fellow of the FPA - LifeTime Financial Group. Featured in LifeTime Financial Group (staff profile)
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Education
2019 - 2020
All financial planning bridging subjects and Code of Ethics
Kaplan Australia
1981 - 1983
Marketing/Marketing Management
Caulfield Institute of Technology (CIT)
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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