"We live in a complex, ever changing world. It takes experience, knowledge and a stable hand to navigate the challenges. I'm committed to assisting my clients with creating a more secure, comfortable future through education and partnership in a journey."
With a background in accounting and business, and being a Certified Practicing Accountant (CPA Australia) since 2000, Stephen has been assisting clients for almost 25 years. Stephen has created, bought and sold a variety of businesses and understands the mindset of small business and investors.
Services and specialities
- Financial Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
Investment Style
Stephen is focused on fundamental analysis. In markets that are subject to the vagaries of momentum and risk on/risk off, he focused on buying value and banking profits where he finds them. Stephen helps clients understand risk and manage it.
Industry Education & Experience
Qualifications
- Bachelor of Commerce (Accounting & Finance), The University of New South Wales, 1991
- Certified Practising Accountant, CPA Australia, 2000
- Diploma of Applied Finance and Investment, FINSIA, 1999
- Diploma of Financial Planning, Kaplan Professional, 2016
- Ethics and Professional Relationships, QUT, 2020
- Master of Business Administration, Curtin University, 2004
- Tier 1 Margin Lending - Personal Advice, Kaplan, 2017
Professional Associations
- Fellow of the Australian Institute of Company Directors
- Fellow of the CPA
- Fellow of the Financial Services Institute of Australasia
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Cronulla. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Southern Private Wealth Pty Ltd, I may be entitled to a share of profits.