Mark Stephan Email
Principal Asset Consultant @ Aequitas Investment Partners
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Mark Stephan Location
- Melbourne, VIC, AU
Mark Stephan Work
- 2026 -now Principal Asset Consultant @
- 2024 -2026 Senior Investment Analyst - Research and Portfolio Management @
- 2020 -2024 Senior Portfolio Consultant - Portfolio Analytics and Consulting @
- 2019 -2020 Senior Investment Analyst - Managed Fund Research @
- 2016 -2019 Investment Analyst @
- 2015 -2016 Associate Investment Analyst @
- 2015 -2015 Investor Services Officer - New Business @
- 2013 -2015 Associate Adviser @ RI Advice Surrey Hills
- 2010 -2013 Client Services Officer @ RI Advice Surrey Hills
Mark Stephan Education
- University of Melbourne
Bachelor of Commerce (B.Com) (Finance & Marketing)
2010-2013 - Carey Baptist Grammar School
VCE
2007-2009 - CFA Institute
Diploma of Financial Planning (Dip. FP)
- Monarch Institute
Mark Stephan Summary
- Mark Stephan, based in Melbourne, VIC, AU, is currently a Principal Asset Consultant at Aequitas Investment Partners. Mark Stephan brings experience from previous roles at Mutual Trust Pty Ltd, Vanguard Australia and Lonsec. Mark Stephan holds a 2010 - 2013 Bachelor of Commerce (B.Com) in Finance & Marketing @ University of Melbourne. Mark Stephan has 1 emails on RocketReach.
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