Certified Financial Planner
Stuart has worked in the financial services industry since 1994 and been a financial planner since 2000. In his previous role, he spent ten years specialising in retirement planning working with retirees and those nearing retirement. This also included working with high net worth clients with complex requirements that included the use of trusts, companies and self managed superannuation funds (SMSF’s).
Stuart has achieved the Certified Financial Planner (CFP) designation, which is recognised as the highest certification available to financial planners worldwide and is aligned with Stuart maintaining high ethical standards and knowledge through continued education in an ever changing industry.
Stuart’s qualifications include separate Bachelor of Business Degrees from Monash University, majoring in both Banking & Finance and Accounting. He also holds a Diploma of Financial Planning through Deakin University.
In recognition of his industry and technical knowledge, Stuart has also been listed in the AFR Smart Investor Magazine’s Masterclass for Financial Planning top 50 honour roll on two separate occasions.
Outside of work, Stuart is kept busy by his wife and two sons. He attends the gym on a regular basis to keep fit and has been a regular at Townsville Golf Club for a number of years. Having grown up in Melbourne, Stuart loves his AFL and is a lifelong Swans supporter.