Senior Financial Adviser
Stuart is a qualified Financial Planner who enjoys helping clients achieve their financial objectives through providing quality advice. His academic qualifications include the Diploma of Financial Planning and an Honours Degree in Economics. Stuart is currently working towards his Certified Financial Planner (CFP) qualification, which is the highest professional designation for a Financial Planner.
Stuart has a wealth of experience in Financial Services, having worked as an adviser in the United Kingdom for 14 years. On his move to Australia in 2011, he gained the necessary qualifications to provide advice in this country. Regardless of the location, being passionate about the financial wellbeing of his clients and always putting their interests first has been fundamental to Stuart’s success in the Financial Services Industry.
Stuart is committed to providing his clients with a high level of service in a professional manner; including strategies to cover wealth protection, wealth creation, pre-retirement and retirement strategies, maximising Centrelink benefits and minimising tax in retirement.
Outside of work, Stuart enjoys spending time with his family, travelling and a round of golf when time allows!