Jaklyn Stephan

Financial Strategist


Jaklyn began working in the financial services industry in 2009 in client services and technical paraplanning roles before stepping into an advisory role in 2018. She is passionate about empowering others to understand their finances, and realise their potential through personalised advice. Jaklyn has particular expertise in supporting wealth creation strategies for clients looking to balance investing with enjoying a fulfilling family life.

Jaklyn holds a Diploma of Financial Planning and holds a Bachelor of Psychological Science.