Our Team

Ethan Stein

Financial Advisor


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About

About

Ethan is a Financial Advisor at Montara Wealth. His role is to build out exceptional strategic advice for clients centred around their financial and lifestyle goals. He also acts as a mentor for other staff as they develop their careers. Ethan is passionate about establishing financially dynamic, long term strategies for his clients.

Ethan is authorised to give personal financial advice under the Montara Services Pty Ltd (Australian Financial Services Licence number 526747). His ASIC Authorised Representative identification number is 1296175. In his role he outlines strategies personalised to each client, and then with the assistance of the Montara Wealth team, help clients implement their strategy for the best long-term results.

Experience

Along with the team, Ethan provides strategy based holistic advice to his clients, focusing on their goals and aspirations! The unique financial modelling process Montara Wealth undertake, provides their clients the clarity and confidence to move forward with their financial decisions.

Other business and personal interests

Having spent his childhood in the Blue Mountains Ethan is a keen adventurer and can often be found out with his mates mountain biking, kayaking, exploring or skiing. When he isn’t on the go, he enjoys a good dinner and drink with family and friends or heading out to support the Penrith Panthers.

Education

Ethan holds a Bachelor of Commerce majoring in Financial Planning and Minoring in Accounting. He has extensive experience in business finance and the financial services sector.

How is Ethan paid?

Ethan is remunerated by salary.

Fees

All fees are paid to Montara Wealth Pty Ltd. If personal advice is provided to you, specific details of fees or commissions will be outlined in the Statement of Advice and can be requested at any time. We have a transparent fee structure to give our customers confidence that they are getting value for money.

meet the team

 

Financial Advisers & Planners – Hire Fee Based Best Financial Advisors – Estate Planning Firms,
Wealth Management & Advice Experts, SMSF Specialists- Financial Consultant & Strategy that
is Best for You in Bondi, Balmain & Sydney – Montara Wealth

 

Suite 1, Level 6/309-315 George St, Sydney NSW 2000 | GPO Box 4473, Sydney NSW 2001
Montara Wealth Pty Ltd, ABN 14 625 010 344 is Corporate Authorized Representative of Montara Services Pty Ltd Licence No. 526747

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Financial Advisers & Planners – Hire Fee Based Best Financial Advisors – Estate Planning Firms,
Wealth Management & Advice Experts, SMSF Specialists- Financial Consultant & Strategy that
is Best for You in Bondi, Balmain & Sydney – Montara Wealth

 

Suite 1, Level 6/309-315 George St, Sydney NSW 2000 | GPO Box 4473, Sydney NSW 2001
Montara Wealth Pty Ltd, ABN 14 625 010 344 is Corporate Authorized Representative of Montara Services Pty Ltd Licence No. 526747

Privacy Policy | Licensing Disclaimer | Financial Services Guide | Advisor Profile