Steve Soars Email & Phone Number

Brisbane City, Qld, Au

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.

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.

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.

I took a year off work to trade foreign exchange and international indices for myself and family superannuation fund.

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 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.

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.

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.

Graduate Certificate In Applied Finance, Financial Markets And Economic Principles.

Started 2012

Ada1 Ada2 Cfd Forex, Accredited Derivatives Advisor 1 And 2, Asx Cfd, Foreign Exchange

Diploma Of Financial Services (Financial Planning)

Financial Product Advice

Education record

The Southern Cross Connection