About Me

Stuart is a Certified Financial Planner and has worked in the Financial Services Industry since 1994. He also holds Bachelor of Business Degrees and the Diploma of Financial Planning. His role as a Senior Financial Planner is to assist clients that don’t have the time or expertise to establish a sensible plan to achieve their lifestyle and financial goals. By using a collaborative approach, Stuart’s ultimate aim is to ensure that the right amount of funds are in the right hands at the right time. Stuart’s key areas of expertise are in:
- Retirement Planning
- Superannuation (including SMSF)
- Investment Advice (including Direct Shares)
- Personal Insurances