Stephen Moretta

Director - Private Wealth at Lucerne Investment Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Melbourne Area, AU
Skills

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Bio

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Credentials

  • Sales Foundations
    LinkedIn
    Jul, 2020
    - Sep, 2024

Experience

  • Lucerne Investment Partners
    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Director - Private Wealth
      • Oct 2022 - Present

    • Investment Advisor
      • Sep 2018 - Oct 2022

  • The Self-Managed Independent Super Fund Association (SISFA)
    • Company Secretary
      • Mar 2021 - Present
  • EY
    • Entertainment Providers
    • 1 - 100 Employee
    • Senior Consultant - Transaction Advisory Services
      • Aug 2017 - Aug 2018

      - Reviewing business projections/forecasts;- Company and industry analysis;- Applying valuation principles and methodologies to company data;- Completed discounted cash flow, detailed WACC and market multiple analysis on company investments. This involved challenging valuation methodology and assumptions adopted by the Client, assessing projections for reasonableness and formulating an appropriate discount rate;- Consideration of comparable companies and recent transactions for valuation cross check purposes;- Report writing;- Valuation of business' and shares for various accounting, tax and strategic purposes; and- Option valuations. Show less

    • Senior Accountant - Financial Services
      • Apr 2014 - Aug 2017

  • Lipins Partners
    • Australia
    • Accounting
    • 1 - 100 Employee
    • Accountant
      • Jul 2012 - Jun 2013

Education

  • Chartered Accountants Australia and New Zealand
    Graduate Diploma of Chartered Accounting, Accounting
    2014 - 2016
  • Kaplan Professional
    RG146
    2018 - 2018
  • Swinburne University of Technology
    Bachelor of Commerce, Accounting and Finance
    2010 - 2013
  • Xavier College
    2004 - 2009
  • Kaplan Professional
    Diploma, Finance and Mortgage Broking Management
    2019 - 2020

Community

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