Stephen brings a decade of wealth management expertise, beginning his career at E.L. & C. Baillieu in 2017 as Head of Investments and Advice. Following Ord Minnett’s acquisition of E.L. & C. Baillieu, he transitioned to direct private client advisory. His career encompasses both boutique firms and private banks, where he has delivered specialised wealth advice to high net worth families, senior executives, professionals, and business owners.
Stephen’s expertise lies in the construction and management of multiasset portfolios, employing a strategic and structural approach to wealth management. He collaborates with clients to optimise capital allocation, superannuation, and entity structuring, including trusts and companies. As a member of the Ord Minnett Multi-Asset Investment Committee, he ensures personalised advice aligned with clients’ investment goals and long-term financial security.
Stephen also coordinates with clients’ wider advisory teams to develop comprehensive, holistic financial strategies.
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