Steve Soars

Steve Soars Email and Phone Number

Senior Private Client Adviser @ Vested Equities
Brisbane City, QLD, AU
Steve Soars's Location
Greater Brisbane Area, Australia
Steve Soars's Contact Details

Steve Soars work email

Steve Soars personal email

About Steve Soars

Coupling strategic thinking and a flare to look outside the box for unique win/win client solutions, providing the ultimate in satisfaction. Dealing in mainly personal advice, we create customised wealth management plans to match the goals and risk profiles of our clients.I believe we are always in sales, whether its closing the deal, selling yourself to build a relationship, to deliver the best result in a training program or communicating to the masses and you can only be great at what you do if you become an evangelist for your cause.A life long student and teacher of martial arts - involved in traditional karate and modified self defense."True strength is the flower of Wisdom, but its seed is action."

Steve Soars's Current Company Details
Vested Equities

Vested Equities

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Senior Private Client Adviser
Brisbane City, QLD, AU
Steve Soars Work Experience Details
  • Vested Equities
    Senior Private Client Adviser
    Vested Equities
    Brisbane City, Qld, Au
  • Vested Equities
    Senior Private Client Adviser
    Vested Equities Sep 2013 - Present
    Providing personal and general advice to long term and short term investors, whether its building wealth for your future or active trading strategies using various products - our tailored solutions are designed to help you reach your goals in the safest possible way.We are different to other advisers in our methods and fee structures - the old strategies of stock brokers is a model that doesn't work for most clients, and there is always a trade off between revenue and client prosperity. At Vested we think differently, we cannot grow our business if our clients do not grow their wealth.
  • Phillipcapital Australia
    Private Wealth Advisor
    Phillipcapital Australia Aug 2012 - Sep 2013
    Gold Coast
    Providing general and personal advice to clients to enable profitable investment in financial markets.• providing financial product advice in relation to the following financial products:  shares, interests in managed investment schemes and debt securities quoted on the ASX; options and warrants quoted on the ASX; hybrid securities (ie, debt securities convertible into equity securities) quoted on the ASX; shares, interests in managed investment schemes, debt securities, options and hybrid securities which are unlisted securities;• providing execution only services for transactions on the ASX.
  • The Share Market College
    Advisory And Training Manager
    The Share Market College Sep 2009 - Jul 2012
    Assisting clients to make their own educated investment choices, daily market overviews for the ASX, Forex and US markets. Short to medium term stock recommendations and management, portfolio management and the safe use of high leverage strategies, within the risk tolerances of our members.Specialising in Equities, Indices, CFD's Options Futures and Forex.Public speaking engagements dealing with financial markets, specialised advanced training courses, mainly dealing with high leverage products.Designed and delivered a broad scope 5 hour dynamic training session for potential clients.
  • Sjs Group
    Trader
    Sjs Group Jul 2008 - Sep 2009
    I took a year off work to trade foreign exchange and international indices for myself and family superannuation fund.
  • The Share Market College
    Trainer / Presenter
    The Share Market College May 2003 - Jun 2008
    SMC provides government accredited training courses to trade and invest in the share market, empowering members to take control and maximise personal investments. It was my task to deliver/improve and create accredited training courses to be delivered face to face and by electronic means to members.I also delivered public information seminars to potential members.The basic course consisted of;Stock Market Information, Buying Shares, Stockbrokers, Share Ownership, Charting, Trends and Market Direction, Support and Resistance, Trending and Ranging, Entry and Exit Signals, Stock Selection, Psychology, Advanced Charting, Short Selling, Money Management, Trading Plans.I also wrote and delivered training on;- Various Technical Indicators- Software - Introduction to Advanced CFDs - Introduction to Advanced Options- Introduction to Advanced Self Managed Superannuation- Day Trading- Live members evenings: current market conditions.Training and seminars were delivered using;- Face to face classroom sessions.- Live virtual classroom sessions.- Pre recorded online sessions.- Private mentoring sessions.
  • Interactive Redlands
    Managing Director
    Interactive Redlands Jan 2001 - May 2003
    Interactive Redlands was a technology startup, originally creating an online portal structure for local business, it evolved quickly to deliver customised technolgy solutions for the sme market.The business was split into different divisions providing;Graphic Design - printing solutionsElectronic Design & Architecture, eCommerce, Database solutions, Website and Intranet Hosting, Hardware, Software, Consulting, Training and Strategic Implementation. I was involved personally in all aspects of the Business development, Staff training, Design, Concepts, Coding, Networking, Software Support, Client Training and Software Implementation.
  • Cafe 401
    Proprietor
    Cafe 401 Mar 1998 - Dec 2000
    Coffee Shop and Eatery based in Cleveland, providing high quality food at reasonable costs aimed at the local consumer.Cafe 401 was my first effort into self employment, originally designed as a "sea change" role. A great way to meet the locals and to become involved with the community.Cafe 401 had around 40 seats and a rotating staff of 12.
  • Xypex Australia
    State Manager
    Xypex Australia Jan 1993 - Feb 1998
    Essentially a Sales Manager with a Major Account / Business Development focus, responsible for achieving sales targets, hiring and training new sales staff and building long term relationships with specifiers (structural engineers mainly), concrete firms and contractors.Providing technical briefings to industry experts identifying specific client and product benefits. Ran a sales team of up to 5 Representatives.Increased brand awareness and sales dramatically in 2 states NSW and QLD, acquiring large contracts in high profile construction projects like Australia Stadium.

Steve Soars Skills

Cfd Options Investments Equities Mentoring Strategic Planning Public Speaking Coaching Business Strategy Portfolio Management Trading Financial Markets Account Management Customer Relations Business Analysis Team Leadership Compliance Training Customer Service Financial Services Securities Financial Advisory Financial Risk Risk Management Management Start Ups Wealth Management Business Development Investment Strategies Technical Analysis Foreign Exchange

Steve Soars Education Details

  • Kaplan Professional
    Kaplan Professional
    Financial Markets And Economic Principles.
  • Kaplan Professional
    Kaplan Professional
    Accredited Derivatives Advisor 1 And 2, Asx Cfd, Foreign Exchange
  • Rg146 Training Australia
    Rg146 Training Australia
    Diploma Of Financial Services (Financial Planning)
  • Finsia - Ps146
    Finsia - Ps146
    Financial Product Advice
  • Certificate Vi Workplace Training And Assessment
    Certificate Vi Workplace Training And Assessment

Frequently Asked Questions about Steve Soars

What company does Steve Soars work for?

Steve Soars works for Vested Equities

What is Steve Soars's role at the current company?

Steve Soars's current role is Senior Private Client Adviser.

What is Steve Soars's email address?

Steve Soars's email address is st****@****ail.com

What schools did Steve Soars attend?

Steve Soars attended Kaplan Professional, Kaplan Professional, Rg146 Training Australia, Finsia - Ps146, Certificate Vi Workplace Training And Assessment.

What are some of Steve Soars's interests?

Steve Soars has interest in New Technology, Economic Empowerment, Civil Rights And Social Action, Politics, Investing, Education, Environment, Poverty Alleviation, Science And Technology, Karate.

What skills is Steve Soars known for?

Steve Soars has skills like Cfd, Options, Investments, Equities, Mentoring, Strategic Planning, Public Speaking, Coaching, Business Strategy, Portfolio Management, Trading, Financial Markets.

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