Our Team

A 25-year history of working in the SMSF industry means that Stephen has a thorough knowledge and understanding of the SMSF market in terms of its participants, stakeholders and its associated products and services.

Stephen’s philosophy is simple.  Life and business is all about collaboration and helping one another. He relishes opportunities were he can connect professionals within his vast network to one another. He genuinely cares in delivering positive outcomes to everyone who is connected to him.

Stephen has served as a Director on listed and unlisted public companies and various private ventures over the past 20 years.

He has lead the sourcing, structure and financing on numerous projects in property, mining, healthcare, technology and venture capital. He has sourced and structured strategic capital for Australian and offshore transactions, with a focus on Asia for a number of listed and unlisted technology and growth companies.

He is passionate about data, data science and the power of engaging with data to inform stakeholders and leaders to make evidence-based decisions.

Stephen is currently CEO of Dragon Tree Capital, Vice Chair, ADC Asia 100 of the ADC Forum; Network Chair, Southeast Asia, YPO Global Diplomacy Network; and has held a long-term involvement in various capacities with global leadership networks ADC Forum, World Economic Forum, and Young Presidents Organisation. Stephen was previously a director of the Australian Institute of Management (Victoria/Tasmania).

Kat holds over 15 years’ experience in marketing, sales and events, managing large scale projects in both the commercial and not for profit sectors. Kat works across sales and relationship management for Accounting and Finance outsourcing, managing relationships between local clients and overseas teams. She has extensive experience in creating and activating events and projects from an operational, sales and marketing perspective both in Australia and worldwide.