Mark Stephan Email
Principal Asset Consultant @ Aequitas Investment Partners
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Mark Stephan Location
- Melbourne, VIC, AU
Mark Stephan Work
- Principal Asset Consultant @ (May 2026 - Present)
- Senior Investment Analyst - Research and Portfolio Management @ (June 2024 - May 2026)
- Senior Portfolio Consultant - Portfolio Analytics and Consulting @ (October 2020 - February 2024)
- Senior Investment Analyst - Managed Fund Research @ (March 2019 - September 2020)
- Investment Analyst @ (August 2016 - March 2019)
- Associate Investment Analyst @ (October 2015 - August 2016)
- Investor Services Officer - New Business @ (March 2015 - October 2015)
- Associate Adviser @ RI Advice Surrey Hills (April 2013 - March 2015)
- Client Services Officer @ RI Advice Surrey Hills (October 2010 - March 2013)
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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