Stuart Wilkinson

Sonder Advisory Group

Silver
9 Yrs Experience
Melbourne, VIC 3000

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Sonder Advisory Group

Level 17, 31 Queen St
Melbourne, VIC 3000
48 Albert St
Warragul, VIC 3820

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221