My passion is helping clients making informed decisions about their lifestyle and financial future through detailed understanding of their situation. We refine goals and execute opportunities and strategies, and consider superannuation, investments and protection needs to achieve them.
The best parts of my role is getting to know my clients and we share those great moments when they achieve those major milestones in their life.
If you are interested in finding out more about how I can assist, please don't hesitate to contact me directly on 0404 862 846 or email stuart@ottavogroup.com.au
Expertise
My fees
Get in touch
We charge an initial consultation fee
At a glance
- Adviser status Bronze
- First year providing advice 2006
- Years of experience 19
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Ottavo Financial Group
Unit 9, Level 1, 37 Kesteven StFlorey, ACT 2615 207 Howick St
Bathurst, NSW 2795 33 Ellen St
Wollongong, NSW 2500
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fortnum Advice Pty Ltd
AFSL 519190