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SL

Steven Levy

Director, Funding and Treasury at Zagga Group Australia
Intro Book
  • Claim this Profile
Location
Greater Sydney Area, AU
Skills
  • Business Development
  • Business Strategy
  • Financial Analysis
  • Accounting
  • Leadership
  • Show all
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Bio

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I am Steven Levy, based in the Greater Sydney Area, Australia. With over 6 years of experience at Zagga Group Australia, I currently serve as the Director of Investments, where I focus on creating stable fixed income opportunities through Australian real estate. My background includes roles as Associate Director and General Manager within the same organization, along with experience as a Senior Accountant at Cor Cordis Chartered Accountants and a Business Development Manager at Menulog Pty Ltd. I hold a Bachelor of Business with a major in Finance and a sub-major in Small Business Accounting from the University of Technology, Sydney, and I am currently pursuing the Chartered Accountants Program. My skill set includes business development, financial analysis, strategic planning, and leadership, coupled with proficiency in Microsoft Excel and Office. I am fluent in English and passionate about leveraging my expertise to drive business success.

Experience

  • Zagga Group Australia
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Director, Funding and Treasury
      • Jun 2021 - Present

      Zagga is a Australian boutique investment manager and non-bank lender focussing primarily on creating a stable fixed income opportunities secured by way of Australian Real Estate, primarily in metropolitan areas. This is facilitated via both a pooled, fund model, as well as via a direct, fractional model.Zagga operates with an ‘investor first’ approach, led by a strong executive team and supported by a high calibre team with over 100 years’ combined experience in credit, property and investment management.

    • Associate Director
      • Sep 2019 - Jun 2021

    • General Manager
      • Mar 2017 - Sep 2019

  • Cor Cordis Chartered Accountants
    • Senior Accountant
      • Feb 2014 - Mar 2017

  • Menulog Pty Ltd
    • Business Development Manager
      • 2011 - 2013

Education

  • 2015 -
    Chartered Accountants Australia and New Zealand
    Chartered Accountants Program, Accounting
  • 2010 - 2012
    University of Technology, Sydney
    Bachelor of Business, Finance major, Small Business Accounting sub-major
  • 2014 - 2014
    Deakin University
    Graduate Certificate in Chartered Accounting Foundations, Accounting

Suggested Services

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Industry Focus. “Financial Services”

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