Managing Director, Financial Adviser
MAppFin (FP), B.Bus, Grad Dip CA
Stephen has been providing professional financial planning advice and solutions to clients since 2009. Prior to entering Financial Planning, Stephen worked as an accountant with Ernst and Young and then General Electric after attaining his Chartered Accountant designation in 2007. Stephen then moved into funds management for 2 years in a boutique fund manager to build his knowledge of the investment markets before taking up a role as a Financial Planner with Oak Financial Partners where he become a Owner/Director in 2010. In 2012, Stephen formed Link Wealth Group and with the help of a dedicated team has built the practice to where it is today with clients all over Australia and providing advice and services to over 10,000 members.
"Building a team of hard working financial professionals who help their client’s every day has been one of the most rewarding achievements I have had. I look forward to seeing the ongoing growth and development of the team and continue to assist more Australian’s every day in their financial planning and mortgage broking needs"