Stephen started his financial career in 1988 when he joined the Commonwealth Bank of Australia. He obtained his ‘Financial Adviser’s Dealers Licence’ with Commonwealth Securities in 1998 and then a career change saw him move to an accounting firm, where he was the qualified Financial Planner & Strategic Adviser, dealing predominately with Retirement and Estate Planning strategies for clients.
An opportunity to work overseas in Asia became a possibility and Stephen was recruited by a Global Wealth Management Firm in 2008, initially as an advising consultant but was soon promoted to Senior Private Client Manager and the head of the Portfolio Management Team.
Stephen is now a Private Client Manager with OIBME Asia Ltd where he continues to provide professional wealth management solutions, especially to expatriates that are at or nearing retirement.
He has also set up Ethical Offshore Investments as a way to keep clients informed of not only Sustainable and Socially Responsible Investing (SRI) opportunities, but also on how this can be done ethically. Both in the investments being managed and with the services he provides.
Stephen can be contacted direct at email@example.com