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 @ Aequitas Investment Partners
2024 - 2026 Senior Investment Analyst - Research and Portfolio Management @ Mutual Trust Pty Ltd
2020 - 2024 Senior Portfolio Consultant - Portfolio Analytics and Consulting @ Vanguard Australia

2019 - 2020 Senior Investment Analyst - Managed Fund Research @ Lonsec
2016 - 2019 Investment Analyst @ Lonsec
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2015 - 2016 Associate Investment Analyst @ Lonsec
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2015 - 2015 Investor Services Officer - New Business @ Netwealth Group Ltd
2013 - 2015 Associate Adviser @ RI Advice Surrey Hills
2010 - 2013 Client Services Officer @ RI Advice Surrey Hills

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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

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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.

Mark Stephan Emails

Found 1 emails

@aequitasinvestments.com.au

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Mark Stephan

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Mark Krstich

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David Berthon-Jones

Founding Partner and Joint Chief Investment Officer at Aequitas Investment Partners

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Joint Chief Investment Officer at Aequitas Investment Partners

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Mark Stephan

Principal Asset Consultant at Aequitas Investment Partners

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