Stephen Wait CFP® DipFP FPA (Fellow) JP – Founder/Director
Stephen commenced his financial planning career 1996, firstly as a planner with GIO Australia, then Hillross Financial Services, Lonsdale Financial Group before joining Professional Investment Services as an authorised representative in 2008. Stephen has owned and operated as Realistic Financial Solutions which is now an integral part of The Farm Protectors Group.
Stephen is an active member of the financial services industry and served as the Sunraysia Chapter Chair of the Financial Planning Association (FPA) for over 12 years. Although he then passed on the role through a succession plan within the Chapter he has again taken the Chapter Chair role once more.
Stephen has also served on several FPA government taskforces including Retirement Income Streams, and has served as the FPA representative on the older person’s reference group with Centrelink.
In 2010, in conjunction with Gary Jones, Stephen set up The Farm Protectors. Protectors is a business dedicated to providing solutions to farming and business clients who have requested assistance with their succession planning requirements in the transition to a long and happy retirement.
Stephen comes from a strong farming background having grown up on and managed farms in the Mallee. He is a past Chairman of a local charity that provides services to the aged and disadvantaged in the community and is an avid sports follower.