Stephen Degiovanni

Stephen Degiovanni is the co-founder and Managing Director of Aspire Retire Financial Services, an award-winning boutique financial planning and wealth management firm based in Brisbane, Australia.12 He established the company in 2003 with his wife and business partner, Olivia Maragna.3

Professional Background

Stephen brings over 20 years of experience in providing professional accounting and financial advice.2 His career includes:

• Co-founding Aspire Retire in May 20031
• Working as a Financial Advisor at Wilson HTM Investment Group (December 1999 - April 2003)1
• Serving as a Paraplanner at White Hancock Financial Services (October 1997 - December 1999)1
• Holding positions as Assistant Manager and Senior Accountant at MGI Brisbane (July 1996 - December 1999)1

Expertise and Specializations

Stephen specializes in:

• Long-term investment planning
• Structuring of investments
• Strategic financial advice
• Directly held investment portfolios
• Self-managed super funds12

His clients include self-funded retirees, wealth accumulators, family businesses, self-managed superannuation funds, and high net worth individuals.2

Qualifications and Certifications

Stephen holds several professional qualifications:

• Certified Financial Planner (CFP) with the Financial Advice Association of Australia Limited13
• Certified Practising Accountant (CPA)13
• Fellow SMSF Specialist Adviser (FSSA) with the Self Managed Super Fund Association of Australia1
• Bachelor of Commerce, majoring in Accounting and Law in Administration12

Awards and Recognition

Aspire Retire, under Stephen's co-leadership, has received numerous accolades:

• Winner of the 2009 Telstra Queensland Small Business of the Year4
• Multiple Business Achievers Awards (2010, 2011, 2012)14
• Recognized as one of Australia's Most Trusted Advisers (2014, 2015)4

Stephen's approach focuses on providing clarity, direction, and confidence to his clients, helping them achieve their desired lifestyle and financial security.23