Mark Stephan Email & Phone Number

Melbourne, VIC, AU

Melbourne, Victoria, Australia

Mutual Trust is Australia’s largest Multi-Family Office providing integrated wealth and professional services to many of Australia’s wealthiest families, individuals and not-for-profits. Within the wealth team, I am involved in the management of Mutual Trust’s Approved Product List. This entails researching and recommending high quality investments as well.

Melbourne, Victoria, Australia

I established Vanguard Australia’s inaugural Portfolio Analytics & Consulting function in 2020. In this specialist role, I solely supported a national sales team of 20+ by delivering one-to-one consults to financial advisers on all facets of multi-asset portfolio construction. I was also a floating guest on several IC’s and regularly presented on.

Melbourne, Victoria, Australia

Analyst on Global Equities, Australian Equities, Infrastructure (deputy lead), Emerging Markets (deputy lead) and Investment Bonds (deputy lead). My role at Lonsec was to conduct deep quantitative and qualitative research on fund managers in order to identify investment opportunities with strong merit. The output of this research was communicated to.

Melbourne, Victoria, Australia

My role at Netwealth was to provide advisers and direct investors with technical product support and to execute a range of platform operations dealing with incoming funds.

Melbourne, Victoria, Australia

After receiving a promotion, I began working on the strategy planning and product research linked to personalised advice documents. I was also Chairman of our internal Investment Committee which met quarterly with the ANZ Chief Investment Office to review, discuss and manage our preferred model portfolios.

My first foray in to the advice industry was at RI Advice Group where I was responsible for client liaison and advice implementation. I also played a role in delivering key FOFA initiatives (e.g. maintaining SLAs & transitioning legacy book to a fee for service model) to ensure the business remained compliant at all times. During this period, I was.

Bachelor Of Commerce (B.Com), Finance & Marketing

• Key study areas: Investments, Corporate Finance and Derivatives.

Diploma Of Financial Planning (Dip. Fp)

• Key study areas: Foundations of Financial Planning, Investments, Super & Retirement Planning, Insurance & Risk Management.

Passed Level 1 Exam

Vce

General Excellence Scholarship recipient