About Me

Stephen commenced with EL&C Baillieu in 2017 and was Head of Investments and Advice until its acquisition by Ord Minnett. At this time, he resumed directly advising private clients. He has more than a decade of experience working in wealth management at both boutiques and private banks. Stephen has provided highly specialised and comprehensive wealth advice relevant to the needs of high net wealth senior executives, professionals, families and business owners.

Stephen’s expertise encompasses both structural/strategic aspects and investments resulting in holistic wealth management of his client’s financial situation.
His background advising HNW family groups and business owners means that he is adept at ensuring a client’s situation is appropriately structured (including entities
such as companies and trusts), superannuation is utilised to its fullest extent and capital is optimally allocated.

Stephen will focus on ensuring the key foundations are in place. He will work closely with other professional advisers such as accountants, lawyers and other specialists (or provide introductions to his clients) to ensure that the advice is coordinated, and all parties are aware of what is required. A collegiate working relationship between a client’s advisers ensures robust financial porfolios.

Stephen’s investment expertise includes the construction and management of multi-asset portfolios across asset classes and investment structures, with a focus on security and manager selection.