Oliver Stevens
Portfolio Manager-Equities at Entrust Wealth Management Pty Ltd.
Profile
Mr. Oliver Stevens is an Investment Specialist at Entrust Wealth Management Pty Ltd.
He re-joined Entrust, having previously worked with the business from 2006 to 2011.
He has over 20 years experience in financial markets, working in various capacities, including as a Fund Manager and Analyst.
With a passion for equities markets, his focus will be on continually assessing existing and new investment opportunities to ensure as best as possible that the investments Entrust makes help in meeting the goals of our clients.
Mr. Stevens holds a Bachelor of Economics from Curtin University and an Master of Business Administration from University of Western Australia.
Oliver Stevens active positions
| Companies | Position | Start |
|---|---|---|
Entrust Wealth Management Pty Ltd.
 Entrust Wealth Management Pty Ltd. Investment ManagersFinance Entrust Wealth Management Pty Ltd. (Entrust) is a wealth management firm headquartered in Perth, Australia. The firm was founded by Graeme Yukich in 2002 and they were acquired by Euroz Hartleys Group Ltd. (ASX: EZL) in 2015. Entrust provides wealth management services to their clients who consist of professionals across a wide range of industries, business owners, self-managed superannuation funds and large multi-generational families. | Portfolio Manager-Equities | 01/02/2022 |
Former positions of Oliver Stevens
| Companies | Position | End |
|---|---|---|
| POLYNOVO LIMITED | Director/Board Member | 31/03/2011 |
Entrust Funds Management Pty Ltd.
 Entrust Funds Management Pty Ltd. Investment ManagersFinance Entrust Funds Management Pty Ltd. provides investment advice. The company is based in Perth, Australia and was founded in 1964. | Portfolio Manager-Equities | 01/02/2011 |
Euroz Hartleys Ltd.
 Euroz Hartleys Ltd. Investment Banks/BrokersFinance Euroz Hartleys Ltd. is a brokerage firm headquartered in Perth, Australia. Formerly known as Hartleys Ltd., the firm was founded in 1955 and is owned by Euroz Hartleys Group Ltd. (ASX: EZL). Euroz Hartleys offers full-service stockbroking services to institutional, corporate and private clients. They provide investment advice and transaction execution, unique access to deal flow and IPOs and exclusive capital raising and investment opportunities. | Analyst-Equity | - |
Blackswan Equities Ltd.
 Blackswan Equities Ltd. Investment Banks/BrokersFinance Blackswan Equities Ltd. provides brokerage services. The company is based in Perth, Australia. | Analyst-Equity | - |
DJ Carmichael Pty Ltd.
 DJ Carmichael Pty Ltd. Investment Banks/BrokersFinance Part of EFG International AG, DJ Carmichael Pty Ltd. is an Australian company that provides brokerage services. The company is based in Perth, Australia. The company was founded in 1986. The CEO is Cadell Buss. DJ Carmichael was acquired by Shaw & Partners Ltd. from DJ Carmichael Group Pty Ltd. on August 31, 2019. | Analyst-Equity | - |
Training of Oliver Stevens
| Curtin University | Undergraduate Degree |
| The University of Western Australia | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| POLYNOVO LIMITED | Health Technology |
| Private companies | 5 |
|---|---|
Entrust Funds Management Pty Ltd.
Entrust Funds Management Pty Ltd. Investment ManagersFinance Entrust Funds Management Pty Ltd. provides investment advice. The company is based in Perth, Australia and was founded in 1964. | Finance |
DJ Carmichael Pty Ltd.
DJ Carmichael Pty Ltd. Investment Banks/BrokersFinance Part of EFG International AG, DJ Carmichael Pty Ltd. is an Australian company that provides brokerage services. The company is based in Perth, Australia. The company was founded in 1986. The CEO is Cadell Buss. DJ Carmichael was acquired by Shaw & Partners Ltd. from DJ Carmichael Group Pty Ltd. on August 31, 2019. | Finance |
Blackswan Equities Ltd.
Blackswan Equities Ltd. Investment Banks/BrokersFinance Blackswan Equities Ltd. provides brokerage services. The company is based in Perth, Australia. | Finance |
Euroz Hartleys Ltd.
Euroz Hartleys Ltd. Investment Banks/BrokersFinance Euroz Hartleys Ltd. is a brokerage firm headquartered in Perth, Australia. Formerly known as Hartleys Ltd., the firm was founded in 1955 and is owned by Euroz Hartleys Group Ltd. (ASX: EZL). Euroz Hartleys offers full-service stockbroking services to institutional, corporate and private clients. They provide investment advice and transaction execution, unique access to deal flow and IPOs and exclusive capital raising and investment opportunities. | Finance |
Entrust Wealth Management Pty Ltd.
Entrust Wealth Management Pty Ltd. Investment ManagersFinance Entrust Wealth Management Pty Ltd. (Entrust) is a wealth management firm headquartered in Perth, Australia. The firm was founded by Graeme Yukich in 2002 and they were acquired by Euroz Hartleys Group Ltd. (ASX: EZL) in 2015. Entrust provides wealth management services to their clients who consist of professionals across a wide range of industries, business owners, self-managed superannuation funds and large multi-generational families. | Finance |
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