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Episode 39.

Referrals, rewards and recruitment with Stephen Kostarelas


In this episode we talk with Stephen Kostarelas of The Wealth Designers about his life as a director and financial adviser.

Episode 39 – Referrals, rewards and recruitment with Stephen Kostarelas

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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 Group’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.

 

STEPHEN'S CONTACT DETIALS ARE

Email: stephen.kostarelas@twd.com.au

Phone: 08 6363 5300

Web: www.twd.com.au

LinkedIn: www.linkedin.com/in/stephenkostarelas/


SCOTT’S CONTACT DETAILS

Email: scott@slipstreamgroup.com.au

Phone: 0409 870 330

LinkedIn: www.linkedin.com/in/scottcharlton

Web: www.slipstreamgroup.com.au


TO TAKE AN INTEREST IN TIM LANE’S MUSIC, WHICH IS FEATURED ON THE EPISODE

Facebook: The Backstick Agenda (Please go and like the page)

Website: www.thebackstickagenda.com

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

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

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