Stephen Morfea

National Sales Director, Investment Markets


Having worked in the Financial Services industry for the past 25 years, Stephen is a highly accomplished Financial Services Executive with solid progressive history promoting substantial growth and profitability within General Insurance, Consumer/Business Banking, Wealth, and Third-Party Broker segments.

His depth of experience incorporates business development, digital acquisition management, operations management, strategy creation and implementation. His expertise cultivates executive-level client relations and strategic partnerships to maximise satisfaction and retention. Versed in mentoring, motivating, and leading teams of high performing employees to achieve organisational goals and standards.

Stephen has held national roles both in Australia and New Zealand and has seen many landscapes in which businesses have commenced, grown, and thrived. Stephen is well rounded on all business fronts having held Board level positions both locally and nationally. Stephen has also run his own finance and consulting businesses over the years with a solid understanding of the challenges and requirements to get these off the ground and running successfully.

Areas of Expertise:

  • Strategic Business Development & Relationship Management
  • Third-party Partnerships
  • Leading and mentoring high performing sales teams
  • Consumer Finance


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