Duane Stewart
About Me
Well-planned personal and business insurance that covers financial risk provides peace of mind and a sense of financial security. With over 40 years’ experience in the financial services industry, Duane Stewart can cut through the complexities of putting in place a strategy that is tailored to every individual or business. Duane has a strong understanding of the entire industry having worked from within a number of Australia’s major insurance and Superannuation companies as well as advising clients as a risk insurance and superannuation specialist. This is an advantage to clients as they can be assured of strategic advice that meets their unique needs.
Understanding that financial circumstances can change, an annual review ensures that your existing strategy continues to match needs. This is about flexibility, a commitment to ongoing service and a network of contacts across the industry that is enviable. We build relationships with you and your family to ensure to secure each generation’s financial well-being.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 34 Years
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Licensed By Gps Wealth Ltd