top of page
Stefan Kellerman

Stefan Kellerman

Financial Adviser

Download Vcard


I am a financial adviser at the Optimum Financial Services Group, with over four years of experience in the industry. I started as an apprentice at the company and worked my way up to become a financial advisor. Currently, I am pursuing my post graduate diploma in Financial Planning to enhance my knowledge and expertise in the field.

My approach to financial advising is client-centric, and I believe in building long-term relationships with my clients. I strive to provide tailored solutions to meet their unique financial needs and goals. My area of expertise is in risk and investment planning, and I take pride in providing sound advice and guidance to my clients to help them achieve their financial objectives.

In my free time, I enjoy cycling, running, and reading, which allows me to recharge and maintain a healthy work-life balance. Overall, I am passionate about helping my clients achieve financial success and security, and I am committed to providing the highest level of service and expertise to them.

An Authorised Financial Services Provider | 8143

bottom of page