Stephen offers forty years of seasoned expertise in private client advisory, commencing his career with McKinley Wilson Stockbrokers. He has since held key positions at FW Holst, E.L. & C. Baillieu, and currently serves at Ord Minnett.
Stephen employs a data-driven, scientific methodology to share market investing, leveraging analysis accumulated over 26 years. His investment strategy integrates price momentum with value principles, focusing on small growth stocks, listed investment companies, and gold bullion. This blended asset allocation approach aims to reduce portfolio volatility compared to traditional blue-chip strategies, providing clients with a more stable investment experience while pursuing growth.
Stephen’s disciplined, analytical approach fosters client confidence in navigating market fluctuations.
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