Podcast with Stephen Kostarelas
Show Notes

In this episode we talk with Stephen Kostarelas of The Wealth Designers (TWD) about his life as a director and financial adviser. Amongst a range of interesting topics, we discuss how he came to financial planning from an accounting background and how TWD came to be AFA’s Firm of the Year in 2018.

Stephen also shares some interesting thoughts about the incoming FASEA rules and the potential implications for accountants currently operating on a limited licence for providing financial advice. Interestingly, Stephen formerly enjoyed an excellent collaborative relationship with Slipstream Coaching’s Rachel Wilson, back in the days she was running her accounting firm. He talks about what made that relationship so beneficial for mutual clients and his views on the role of specialisation in offering solutions to those clients.

Contact details for Stephen Kostarelas are:

Email: stephen.kostarelas@twd.com.au

Phone: 08 6363 5300

Web: www.twd.com.au

Linked In: www.linkedin.com/in/stephenkostarelas/

Scott’s contact details are:

Email: scott@slipstreamcoaching.com.au

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

Exclusive offer from Fuseworks - Find out how FuseWorks can help you to work smarter

FuseWorks create smart solutions for accountants and financial planners to help you turbocharge your productivity and create time for what really matters.

They’ve extended a special code for all listeners of In the Slipstream to receive 50% off the annual subscription fee of their latest solution – FuseCharts. Just use the code peloton at www.fuse.work/fusecharts

Website: www.fuse.work

LinkedIn: https://www.linkedin.com/company/fuseworksteam/

To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)