With over 25 years’ experience in the financial services industry, Stephen has held a range of key senior executive roles in both large and boutique client facing businesses. His responsibilities and experience have been within Advice and Product distribution at strategic and tactical levels with financial advisory, accountancy firms and their clients.
Prior to joining the Meritum Financial Group and NAB/MLC Stephen held the position of Chief Executive Officer with Keystone Partnership Pty Ltd a boutique AFSL as well as General Manager positions with Centrepoint Alliance (Professional Investment Services) and Suncorp Life where he managed Financial Planning Networks and led high performing teams.
He holds qualifications that include a Diploma of Financial Markets (FINSIA), Advanced Diploma of Financial Services (Financial Planning) and Company Director’s Course (AICD). Stephen is a Senior Associate of FINSIA, and a member of the Australian Institute of Company Directors, Association of Financial Advisers and Financial Planning Association.