Stephen is a highly qualified Mortgage Planner. His mortgage broker qualifications include:
- Diploma in Mortgage Lending
- Diploma in Financial Services (Finance/Mortgage Broking Management)
- Mortgage Planning Certificate
Following the introduction of the National Consumer Credit Protection Act (NCCP) in 2010, the systems that Stephen had begun to put in place took on a more controlled form in keeping with the new a more controlled form in keeping with the new compliance regime created by the Act. This was crystallized in early 2011 when Stephen completed an Advanced Course in Mortgage Planning to add to his mortgage broker qualifications.