About Stellar Financial Development
Our Vision
At Stellar Financial Development, our vision is to work with you, providing an outsource solution for your document writing, design and research.
We aim to achieve this by delivering exceptional value to our clients and staying ahead of the curve.
At Stellar Financial Development our aim is to provide you with the support that you need, when you need it, and how you want it.
Our Team
Our team is husband and wife duo, Michael & Gayle Forster. Both have been working in financial services since the 1980's and have a passion for what we do.
We work together to provide innovative solutions to our clients, helping you to help your clients achieve their goals.
Professionalism & Experience
Our team has combined financial services experience in excess of 60 years, covering roles from client services, technical research, compliance, advising and para-planning.
Our SErvice Menu
DOCUMENT PREPARATION
Whether you need an SoA, an RoA or a Strategy Paper, we're here to help you. It might be a one-off request, or you may decide to outsource all documents and modelling to our team.
TEMPLATE CODING
Depending on your AFSL and their requirements, we may be able to work with you to create or personalise your SoA and/or RoA templates.
RESEARCH
Where required, we can assist you with researching the products that you are looking to recommend to your clients.
TRAINING
Our team has in excess of 10-years experience with AdviserLogic. We are happy to impart our knowledge with you and your team, creating personalised training to suit your needs.
ADMINISTRATION
Where required, we can assist with software based administration services through a joint venture with administration experts.