Stephen Caswell

Stephen Caswell

Managing Director | MMT Financial Solutions

Expertise

Stephen is an economist and a qualified accountant specialising in business planning, portfolio construction, taxation planning, superannuation and retirement planning, and strategic investment advice.

With over thirty years’ experience in investment advising and funds management he introduces a dual perspective to clients. Stephen has been a regular presenter on investment strategies and the economic environment, to advisors, accountants, and the public, both domestically & internationally.

Qualifications

  • Diploma of Financial Planning (Deakin University)
  • Bachelor of Business (Finance / Economics) (University of Technology Sydney)

Background

Stephen commenced his career in financial services in 1981, initially in banking then 15 years on the Funds Management side of the industry before establishing his first independently owned financial planning company in 1999. Stephen has worked closely with and earned the respect of clients’ accountants, investment managers, researchers, and economists.

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