MenuMargaret Stewart CFP®
About Me
Margie Stewart is a Certified Financial Planner and psychotherapist dedicated to guiding individuals through significant life transitions. With a unique blend of financial expertise and therapeutic skills, Margie helps clients navigate complex financial decisions while addressing the emotional aspects of change. Her holistic approach ensures that clients achieve both financial stability and personal well-being.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 7 Years -
Licensed By Lifespan Financial Planning Pty Ltd
