Steph Panos

Paraplanner

Education and accreditations
- Bachelor of Commerce (Accounting)  
- Diploma of Financial Planning 

Employed at Calder Wealth Management since
- 27th of February 2017

Steph Panos

about me

I became part of the Calder Wealth Management team at the beginning of 2017 and have worked as a Paraplanner since. It's not everyone's dream job, but I honestly love what I do. I love learning about our clients and most of all love when I can see them achieve their financial goals. I'm super social, and I love to have a chat, I could talk underwater! I also love to see my family and friends, go out dancing, I love to eat (and drink) and of course spend time with my dog. 

What would you be doing if you weren't working in Wealth Management?
I would love to be a game designer. I was raised by my PlayStation and have always loved art. I'd love to use my own artistic style and technical skills to develop a game.

How should people think about their wealth?
I believe you should always live within your means.

What's the biggest challenge in wealth management?
Personalising every client's wealth plan to ensure it can tolerate market movements and change in each clients individual needs.

What do you love most about being part of Calder Wealth Management?
Definitely our workplace culture. We are always given the opportunity to grow on a professional and personal aspect.

What quality of yours makes you best suited to what you do?
I have a high attention to detail and am an enthusiastic problem-solver.

What do you love to do outside of work?
I am a social butterfly, I love spending time with my friends and family, going out for dinner and a drink (or 3).

What's the most influential book you've read?
I love reading autobiographies, my favourite so far (and one I always come back to) is Bear Grylls Mud, Sweat and Tears, he's an ordinary man, but he's done extraordinary things.

What personal accomplishments are you most proud of?
I recognize my top accomplishments to be the relationships I've developed with others and with myself. These accomplishments bring me no monetary results but mean so much to me and make me feel so proud.

What do you enjoy most about wealth management?
Knowing that we help clients achieve their financial goals and ease financial stress.