Stuart has been working in the financial planning industry since 2012. As a Senior Financial Adviser previously with the National Australia Bank, MLC Limited and IOOF, he has built his analytical, holistic and client-first approach to financial planning.
Stuart holds a CERTIFIED FINANCIAL PLANNERĀ® designation which is the highest designation within the industry, and is a member of the Financial Planning Association of Australia (FPA). He has completed a Bachelor of Business with a major in Financial Planning and Financial Management. Stuart has also completed the Financial Adviser Standards and Ethics Authority (FASEA) certification, committing to a lifetime standard of ethical practice.
Stuart's passion lies in building meaningful and lasting relationships. He embraces the true meaning of Sonder: that everyone has a vivid and complex life story.
He thrives on getting to know people and understanding their stories, then crafting flexible plans that can adapt to his clients' changing lives and circumstances.
In his spare time, Stuart loves sneaking in a round of golf and exploring new restaurants with friends and family. He is an amateur red wine and whisky connoisseur who is always open to new recommendations.
As a father of two, Stuart loves spending time with his family and enjoys the constantly changing pace of family life.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 2
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Sonder Advisory Group
Level 17, 31 Queen StMelbourne, VIC 3000 48 Albert St
Warragul, VIC 3820
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221