Phone: (02) 9239 9333
Fax: (02) 9997 7644
- Certified Financial Planner
- PhD in Applied Finance
- Master of Applied Finance
- Master of Laws
- Bachelor of Laws (Honours)
- Bachelor of Commerce
Stephen has worked in the investment and finance industry since 1995, and before that as a banking, finance and taxation lawyer with major Australian law firm Minter Ellison.
Stephen has held a wide range of senior positions, including Head of Private Wealth Management and Chairman of the Investment Committee at Ord Minnett, and Head of Asset Allocation for Goldman Sachs JBWere Private.
Stephen is currently a trustee director of major industry super fund QSuper, where he also Chairs the Investment Committee. He was previously a director of the Australian Catholic Superannuation & Retirement Fund, where again he chaired the Investment Committee. He currently sits on the Providence Wealth Advisory Group Investment Committee.
Stephen was previously an Associate Professor in Applied Finance at Macquarie University, where he remains an Honorary Fellow. His doctoral thesis "Optimal Asset Allocation and Portfolio Construction for the Private Investor" received the Vice Chancellor's Award for excellence. He was previously an Adjunct Professor in Finance at the School of Business, University of Notre Dame Australia, Sydney.