Stephen has been involved in the Financial Services Industry for over
30 years
and has extensive experience in arranging and managing financial service
organisations, particularly those involved in the retail managed funds sector.
Between 1977 and 2004, Stephen has held senior roles in funds management, and
distribution business development consulting in Sydney, Melbourne and Hong Kong.
Stephen was Principal of Blue Tongue Marketing – a specialist product and
business development organisation, the Regional Managing Director of TBOi
Knowledgebank Pty Limited (a subsidiary of US Life Company, General America), a
Director of Heine Management Limited – a specialist mortgage funds manager,
Armstrong Jones Asia and financial planning group Retireinvest.