Stuart provides comprehensive financial advice to ensure that clients make smart decisions with their assets and money. His approach is tailored to each client to create clear solutions to help them by: developing a sound investment philosophy that enables clients to reach financial independence sooner;
provide funds when they’re needed; and give them options that might not otherwise be available.
Stuart has been a Financial Adviser since 2006. He is a Certified Financial Planner (CFP®) with the Financial Planning Association (FPA). He also has a Degree and Post Graduate Diploma in Finance from Otago University and is FASEA Certified. He provides a range of services from:
- superannuation and pension strategies either in personal names or via an SMSF;
- Investment options including in-specie transfers; margin lending and structures;
- personal protection advice;
- cash flow management;
- social security;
- age care and intergenerational advice as required.
He can also work with Estate Planning/Tax/Banking specialists to ensure that all his client’s objectives are met.
On a personal note, Stuart is married with two young children. He loves the ocean and surfing and he also speaks Portuguese.
CFP® l BCom Finance l PG Dip Com
True North Wealth Advisory Pty Ltd
Authorised Representatives of Consultum Financial Advisers Pty Ltd
ABN 65 006 373 995 AFSL 230323
M: 0477 310 577 | P: 02 8459 7440