Mark Stephen

Mark Stephen Email and Phone Number

Executive Management and Leadership Professional @ Civitas Services
Mark Stephen's Location
Greater Melbourne Area, Australia
About Mark Stephen

Mark Stephen, Managing Director (Civitas Services)Mark Stephen is an authentic, dynamic and strategic leader with a proven background in growing successful integrated advice businesses across the wealth management, financial planning and accounting professions. He is an accomplished CEO and business development executive with over 30+ years’ experience in Financial Services that is highlighted by leading high performing advice teams and communities by focusing on strategic growth and strong business development & improvement. He is a leadership professional and strives to attain a high-performance culture as well as creating stakeholder wealth.Mark holds a Bachelor of Education, an Advanced Diploma in Business Management and an Advanced Diploma in Financial Planning. In addition, Mark currently holds a Certified Financial Planner status (CFP) and is a Graduate of the Australian Institute of Company Directors (GAICD). He has held Executive Directorships on several companies, Boards and entities; has held chairmanship of several businesses & Investment Committees and is also a Justice of the Peace (JP) in Victoria.Prior to joining Connexus Solutions, Mark held the position of CEO with Lonsdale Financial Group from 2011 and previously, he spent over six years in a National role with Bridges Financial Services & Australian Wealth Management. This was preceded by two years pioneering and establishing the AFSL at Australian Unity Financial Planning. He also spent over fourteen years in various senior executive roles with a leading ASX Financial Services Company – both in Melbourne and in Sydney.Mark has played a critical leadership role in developing a high-performance management and leadership teams who have not only instilled a high-performance culture, but re-focused and achieved significant growth, expansion and industry recognition as a highly regarded integrated advice professional in Australia. Mark joins Connexus Solutions with the vision to provide a union of Licensee elements to Empower: Lead: Connect with self licensed advice businesses across Australia.He has a successful track record in strategic planning and execution within the wealth management industry and is a well-regarded thought leader on industry direction.Mark has excellent interpersonal, leadership, change management, team building and motivation skills and takes great pride in “making others better” through his leadership & stewardship.

Mark Stephen's Current Company Details
Civitas Services

Civitas Services

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Executive Management and Leadership Professional
Mark Stephen Work Experience Details
  • Civitas Services
    Managing Director
    Civitas Services Sep 2021 - Present
    Melbourne, Victoria, Australia
  • Self-Employed
    Management And Leadership Consultant
    Self-Employed Dec 2020 - Sep 2021
    Melbourne And Across Australia
  • Lonsdale Financial Group
    Chief Executive Officer
    Lonsdale Financial Group Nov 2011 - Dec 2020
    Melbourne, Australia
    Mark played a critical leadership role in stabilizing and retaining the Lonsdale adviser network after acquisition by IOOF in 2011. Since then he has developed a high-performance management and leadership team who have not only instilled a high performance culture, but re-focused and achieved significant growth, expansion and industry recognition as a highly regarded integrated advice network across Australia. He has also been responsible for growing and maintaining a strong community of advice businesses and professionals under the principle of “strength in partnership” and “one community – one journey - with a common purpose”. He has a successful track record in strategic planning and execution within the wealth management industry and is a well-regarded thought leader on industry direction, particularly as it relates to fully integrated advice businesses. He is a passionate consumer advocate with a “client first” approach and assists with facilitation and strategic planning with some of Australia’s leading Industry bodies (SMSF Association, FPA) as well as other funds management and financial services firms.Mark has excellent interpersonal, leadership, change management, team building and motivation skills and takes great pride in “making others better” through his stewardship
  • Lonsdale Financial Group
    General Manager - Associate Services
    Lonsdale Financial Group Aug 2010 - Nov 2011
    Melbourne, Australia
  • Bridges Financial Services
    Head Of Practice Development
    Bridges Financial Services Jun 2004 - Jul 2010
    Melbourne And Sydney Australia
  • Australian Unity Financial Planning
    Network & Practice Development Manager
    Australian Unity Financial Planning 2002 - 2004
    Melbourne, Victoria, Australia
  • Amp Financial Services
    Amp Practice Development Manager
    Amp Financial Services 1990 - 2002

Mark Stephen Skills

Strategic Financial Planning Wealth Management Superannuation Investments Financial Services Wealth Financial Advisory Investment Strategies Portfolio Management Retirement Planning Management Investment Advisory Team Management Relationship Management Asset Management Risk Management Executive Management Finance Leadership Investment Management Insurance Retirement Estate Planning Business Development Financial Risk Pensions Equities Alternative Investments Business Strategy Asset Allocation Savings Income Protection Business Planning Financial Planners Funding Securities Financial Markets Banking Stakeholder Management High Net Worth Individuals General Insurance Wealth Management Services Business Intelligence Change Management Financial Analysis Mutual Funds Personal Finance Business Process Improvement Investment Banking Life Insurance

Mark Stephen Education Details

Frequently Asked Questions about Mark Stephen

What company does Mark Stephen work for?

Mark Stephen works for Civitas Services

What is Mark Stephen's role at the current company?

Mark Stephen's current role is Executive Management and Leadership Professional.

What schools did Mark Stephen attend?

Mark Stephen attended Australian Institute Of Company Directors, University Of Ballarat, Deakin University, University Of Ballarat, Justice Department.

What skills is Mark Stephen known for?

Mark Stephen has skills like Strategic Financial Planning, Wealth Management, Superannuation, Investments, Financial Services, Wealth, Financial Advisory, Investment Strategies, Portfolio Management, Retirement Planning, Management, Investment Advisory.

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