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Stubberfield Group

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25-31 Nish St, Echuca VIC 3564

Also Services: Bendigo, Echuca and Shepparton

  •  Overview 
  •  Our Team 
    6
  •  FAQ 

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Our Team Profiles

Steve Stubberfield
Name

Steve Stubberfield

Position

Profile


Steve was born in Mildura, grew up in Swan Hill, obtained his Accounting Degree at LaTrobe University Bendigo and worked as an Accountant in Swan Hill and in Northern NSW before moving back to Victoria, commencing his own practice in Echuca in 1983.

Steve specialises in Financial Planning and Taxation Planning and is married with 4 children. He is involved in Lead On as a Director, is Chairman of Echuca Basketball Stadium Management, a Life Member of Apex and enjoys playing and watching sport.
Steve is an Authorised Representative of Count Financial

Colin Grant
Name

Colin Grant

Position

Profile


Originally from Rockhampton in Queensland, Colin lived in Rockbank, Victoria until the age of 12, then he moved to Echuca with his family. Colin completed a part time course in accounting while working at an accounting firm in Echuca. He joined Stubberfield Partners in 1991 and soon became a Partner. Colin does general taxation work specialising in farming and small business. He used to play cricket and football for Echuca Bamawn Extension. He is involved in the community as a committee member of the Vocational Education and Training Management Group. Colin is married, likes to fish and being involved with his two sons in their football.

Colin is an Authorised Representative of Count Financial

Ian Sinnett
Name

Ian Sinnett

Position

Profile

Ian Sinnett

Although born and educated in Echuca, Ian ventured to Bendigo to complete his Accounting Degree at University and then worked in Melbourne for seven years before coming back to Echuca in 1984. He joined Stubberfield Group in 1990 working in general accounting as well as Financial Planning.

Ian is on the committee of the Echuca Lawn Tennis club. He is married with two kids and likes to help out with their sport on a casual basis. After 15 years of community work, he is now focussed on his family and work life.

Ian is an Authorised Representative of Count Financial

Todd Charnas
Name

Todd Charnas

Position

Profile

Todd was born in and went to school in Rochester. He too went to University in Bendigo to attain his accounting degree. After completing his course, he worked with Alan Darbyshire in Rochester for 4 years and then Alan and his team joined with Stubberfield Group in the early 1990’s. Todd specialises in Tax and Financial Planning advice and travels to the Rochester office of Stubberfield Group to service clients there. Todd is married and has two young daughters. He is involved in the Rochester and Echuca Tennis Club, is on the Board of the Beacon Foundation, plays tennis and social golf.

Todd is an Authorised Representative of Count Financial

Andrew Dicketts
Name

Andrew Dicketts

Position

Profile

As a local, Andrew has spent his life in Echuca except for the time he studied accounting in Bendigo. He initially worked for another accountant before joining Stubberfield Group and worked for 5 years before becoming a Partner in the late 1990s. Since that time Andrew has become a specialist in self managed superannuation funds, and small business and farming taxation matters. Andrew is involved in and plays tennis for the Echuca Tennis Club.

Marcus D'Angri
Name

Marcus D'Angri

Position

Profile


Marcus D'Angri is the latest team member to become a Partner of Stubberfield Group. He has worked with the firm for 7 years. Marcus specialises in Taxation and Business Planning/Development.

A true local, Marcus temporarily left Echuca to study for his Accounting Degree at LaTrobe University in Bendigo where he studied after VCE and then went back as a mature age student to finish his degree.

Marcus is married with young children. He was an avid footy player in his younger days and enjoys his footy on the sidelines as a Hawthorn supporter. He is involved in the community as Treasurer of the Echuca Trades and Business Association. Marcus helps raise money each year for charity by competing in the Murray to Mayne bike ride.

Frequently Asked Questions

Why do I need a financial plan?

In the modern world, financial markets are becoming increasingly complex. As a result, the best and safest approach to investing is to seek the advice of a qualified professional. By discussing your financial and lifestyle goals with a Count Adviser, together you can build the foundations of a financial plan that, with on-going reviews, ensures you enjoy life and are financially prepared to cope with unforeseen events.

The right plan of action to achieve financial freedom
Count believes that every successful plan begins with a strong foundation and follows these steps:

Step 1. Your tax-effective foundation Before you even begin to select investments, vast savings and benefits can be made with the best use of legal tax structures, current taxation strategies and tax-advantaged products. You can save tax, maximise Centrelink entitlements, build wealth faster, protect your wealth from creditors and streamline your estate planning. Step 2. Protecting yourself and your family The success of a good wealth creation strategy should be secured with a wealth protection strategy. We will analyse both your own and your family's financial risk and eliminate the financial hardship that could arise from accident, illness or premature death. Step 3. Building your investment strategy Next we tailor an investment strategy so you reach your goals. Step 4. Select your investments At this stage it pays to be very choosy. With the aid of our independent research process, we're able to build your investment portfolio piece by piece, using quality investments selected from leading Australian and international fund managers. Count is not tied to one provider. Step 5. On-going investment reviews Regular reviews of your financial situation are essential to ensure you stay on track to reach your goals. The cost and services to be provided will be established by mutual agreement.

If you choose to receive your adviser’s Total Financial Care Service, you will agree upon a suitable ongoing care agreement, which may include the highest level of portfolio information available through My Net Wealth®. Find out what you can view using My Net Wealth®. Count Advisers own the advice they give - not the products they recommend, so you can always be sure you're getting high-quality, strategic investment advice tailored to your needs.

Categories

  • Business Finance Brokers
  • Car Finance Brokers
  • Mortgage Brokers
  • Personal Loan Brokers
  • Stock Brokers

Keywords

accounting, tax, taxation, financial, advising, lending, finance, plan, budgeting, planning, audit, payroll services, forecasting, cash flow, bookkeeping, trusts, valuations

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