Our Team

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    Jonathan Stephen

    Director and Financial Adviser

    Jonathan graduated from the University of New South Wales with a Bachelor of Commerce (Finance/Economics) in 1987 and has an Advanced Diploma Financial Planning. He has had more than 25 years commercial experience, 17 years of which have been in the financial services industry.
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    Email Jonathan.

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    Jenny Gerrard

    Operations Manager

    As the Operations Manager at Stephen Financial Solutions Jenny enjoys overseeing the office and ensuring everything runs smoothly. Jenny has worked in financial planning for many years and has a wealth of experience that she brings to the business.
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    Email Jenny.

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    PJ Cameron

    Client Portfolio Manager

    PJ is the Client Portfolio Manager and Paraplanner of the business, dedicated to making sure that our Advice is accurate, cutting edge and in your best interest. PJ began his career at BT Financial Group, where he worked with Financial Advisers from around the country to get the most out of their investment platforms.
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    Email PJ.

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    Hannah Ashby

    Client Services Manager

    As Client Services Manager, Hannah takes financial advice from the page into real life and takes pride in providing excellent customer service.
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    Email Hannah.

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