Qualifications
- Kaplan Professional: Master of Financial Planning (2018 -2021)
- Kaplan Professional: Graduate Diploma of Financial Planning (2018 – 2020)
- Mentor Education: Advanced Diploma of Financial Planning (2017 – 2018)
- Mentor Education: Advanced Diploma of Financial Planning (2017 – 2017)
- BA Honours Degree – University of Kent at Canterbury (1992 – 1995)
Stephen is a highly qualified and articulate financial planning professional with a dual purpose.
The first is to help clients achieve their financial goals, the second is to ensure Lighthouse Financial remains a successful and growing financial planning business.
Among his many skills, Stephen has an ability to effortlessly analyse large volumes of data.
This skill not only aids Lighthouse Financial Group’s own developmental growth, it’s of great benefit to his clients who include high net worth individuals, those in the empty-nest stage of life, pre-retirees and retirees.
Combined with an innate sense of customer care, Stephen is responsible for managing client relationships and providing his trademark attention to detail and personalised one-on-one specialised approach when managing often complex portfolios such as those belonging to the firm’s high net wealth clients.
Professionally speaking, Stephen enjoys working with the experienced Lighthouse Financial team who, as he says, ‘get the job done in an ethical and client-centric way’.
Personally, Stephen has many loves. Among them, his wife and three children with whom he has shared many adventures including living abroad in the UAE and Brunei before settling in Australia in 2013. As a UK-Aussie, as you’d expect football (soccer) and rugby are among his other great loves, along with films from the 70’s and 80’s and red wine an appreciation no doubt developed during a stint in the Barossa when working in wine industry.
