Stephen Hunt Cfp, Cim

National Lead, Financial Planning Advice & Strategy @ MD Financial Management

About Stephen Hunt Cfp, Cim

Stephen Hunt is the National Lead for Financial Planning Advice & Strategy at MD Financial Management, where he has worked since 2016. He has over 20 years of experience in financial consulting and management, having held various roles within the company since 1996.

Current Role at MD Financial Management

Stephen Hunt serves as the National Lead for Financial Planning Advice & Strategy at MD Financial Management. He has held this position since 2019, contributing to the development and implementation of financial strategies. In addition to this role, he is also the Wealth Lead at MD Financial Management, a position he has maintained since 2016. His responsibilities include overseeing wealth management services and ensuring that clients receive tailored financial advice.

Previous Positions at MD Financial Management

Stephen Hunt has held multiple roles at MD Financial Management prior to his current positions. He worked as an Assistant Regional Manager from 2011 to 2016, where he supported regional operations and client services. Before that, he served as Practice Manager from 2006 to 2010, managing practice operations. His career at MD Financial Management began as a Senior Financial Consultant, a role he occupied for ten years from 1996 to 2006.

Education and Qualifications

Stephen Hunt earned a Bachelor of Arts degree in Economics from Memorial University of Newfoundland, where he studied from 1988 to 1992. His educational background in economics provides a strong foundation for his work in financial planning and strategy. He holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, which further enhance his expertise in financial advisory services.

Professional Experience Overview

With over two decades of experience in the financial services industry, Stephen Hunt has developed a comprehensive understanding of financial planning and wealth management. His career at MD Financial Management spans various leadership roles, allowing him to gain insights into both client needs and operational strategies. His extensive experience positions him as a knowledgeable leader in financial advice and strategy.

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