We are absolutely thrilled to share some fantastic news — Steph has officially achieved Chartered Financial Planner status!
This is a truly outstanding achievement and the culmination of years of dedication and hard work. Steph's journey is a brilliant example of commitment to both personal development and professional excellence.
From Reception to Chartered – A Remarkable Journey
Steph began her career in financial services at Efficient Portfolio, starting on reception while beginning her first industry exam in August 2019. Her proactive mindset quickly saw her progress into supporting the admin team, where her natural skillset and unbelievable work ethic began to shine.
From there, she moved into paraplanning, where her technical ability, attention to detail, and empathy for clients became her hallmark. When Efficient Portfolio was sold, and Accelerate was formed in 2022, Steph became one of the founding members.
Building Accelerate While Chasing Chartered
In those early days, Steph wasn’t just studying — she was also helping to build Accelerate from the ground up. Balancing workdays with intense study sessions.
Over the years, she completed every exam with exceptionally high marks, even earning a high pass rate Award along the way. And finally, in October 2024, all that hard work paid off — Steph officially became a Chartered Financial Planner.
This achievement didn’t just mark a personal milestone — we’re excited about what it means for Accelerate as a trusted, established partner for financial advisers.
A Proud Moment for All of Us
We couldn’t be prouder. Steph is not only a brilliant paraplanner, but an integral part of our leadership team and a key part of what makes Accelerate so special. Our clients trust her completely, love working with her, and regularly praise her thoroughness and professionalism.
Beyond the work, Steph is also one of the friendliest, funniest people to work with — always up for a laugh and always bringing energy and positivity to the team.
Congratulations, Steph — this is so well-deserved, and we’re incredibly lucky to have you.
