Stephen Smith Location
- Western Australia, Australia
Stephen Smith Work
- 2024 - now AFSL - Responsible Manager @ Mantle Financial Services Pty Ltd
- 2024 - now Director and Founder: Project Structuring and Compliance Consultant @
- 2023 - now Company Secretary @
- 2023 - now AFSL - Responsible Manager @
- 2024 - now Product Innovation and Development Advisor @
- 2021 - 2024 Chief Product and Innovation Officer @
- 2016 - 2021 Corporate Advisor and Compliance Manager @
- 2019 - 2024 Director and Founder @ Immersion Advisory Pty Ltd
- 2018 - 2024 AFSL - Responsible Manager @ SMATS Consortium Pty Ltd
- 2021 - 2023 AFSL - Responsible Manager @ Wenvest Pty Ltd
- 2014 - 2021 Director and Founder @ Sphere Group
- 2013 - 2020 Committee Member - Professional Advisors Sub Committee @
- 2012 - 2016 WA Committee Member @
- 2011 - 2014 Business Development Manager and Project Manager @ Griffin Group
- 2009 - 2011 Business Development Manager - Macquarie Funds Group @
- 2009 - 2009 Regional Sales Manager - WA and SA and NT and Vic @
- 2004 - 2009 State Manager - WA @
- 1999 - 2004 Investment and Business Development Manager @
- 1997 - 1998 Management Accountant @ Amdahl Australia (Part of the Fujitsu Group)
- 1994 - 1997 Assistant Accountant @
Stephen Smith Education
- Murdoch University
BCom (Accounting & Economics double major)
1988 - 1991 - Newman College 1978 - 1987
- Kaplan
CPA
- CPA Australia
- Real Estate Institute of Western Australia (REIWA)
PS 146
Stephen Smith Skills
- Asset Management
- Investments
- Funding
- Wealth
- Retirement
- Financial Planning
- New Business Development
- Business Strategy
- Wealth Management
- Customer Service
- Public Speaking
- Superannuation
- Equities
- Credit
- Strategic Financial Planning
- Asset Managment
- Debt
- Capital Structure
- Capital Raising
- Real Estate Development
- Real Estate Transactions
- Risk Management
- Relationship Management
- Financial Markets
- Due Diligence
- Investment Strategies
- Banking
- Financial Services
- Business Development
- Estate Planning
- Finance
- Financial Planners
- Financial Advisory
- Retirement Planning
- Management
- Investment Advisory
- Insurance
- Income Protection
- Wealth Management Services
- Wealth Accumulation
- Financial Risk
- Asset Allocation
- Investment Management
- High Net Worth Individuals
- Securities
- Financial Structuring
- Pensions
- ETFs
- Alternative Investments
- Structured Products
- Microsoft Word
- Entrepreneurship
- Research
- Marketing Strategy
Stephen Smith Summary
- Stephen Smith, based in Western Australia, Australia, is currently a AFSL - Responsible Manager at Mantle Financial Services Pty Ltd. Stephen Smith brings experience from previous roles at High Tide Advisory, Disgen Limited, Apex Financial Solutions Pty Ltd and Griffin Group. Stephen Smith holds a 1988 - 1991 BCom in Accounting & Economics double major @ Murdoch University. With a robust skill set that includes Asset Management, Investments, Funding, Wealth, Retirement and more. Stephen Smith has 2 emails on RocketReach.
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