Co-founder and Executive Chairman
Stephen is a highly experienced and respected financial services professional, having been actively involved in the industry since 1984. His knowledge about the Australian market is unparalleled.
Stephen has built his reputation through his hands-on involvement in the industry, which in many instances led to revolutionary changes.
Co-founder and Managing Director
Neelesh brings a breadth and depth of experience in capital markets and financial services in South-East Asia, particularly India, and in Australia.
His experience spans mergers and acquisitions; investments; capital raisings; corporate restructuring; finance; governance and treasury management.
DirectorKay Aarons is the Principal of Strategic Financial Solutions (SFS) and a qualified financial planner with over 30 years’ experience in the profession. Kay established SFS in 1995.
Since that time, SFS has become of the largest and one of the most influential independently-owned boutique financial planning groups in Melbourne.
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