Stuart Jones

Michael Roach Financial Solutions

Platinum

13 Yrs Experience

Camberwell, VIC 3124

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Stuart has been working in the Financial Services industry for many years and has been with Michael Roach Financial Solutions since 2011. He has been a Directer and owner since 2014. He has significant experience in the private sector, providing advice to a vast range of clients from individuals right through to listed companies and high net worth groups. Stuart has a Bachelor of Business (Accounting) is a Chartered Accountant, holding a Advanced Diploma of Financial Services (Financial Planning) and holds a Diploma of Finance and Mortgage Broking Management. Stuart specialises in Superannuation, Insurance, Retirement Planning, Finance and Mortgage Broking.

Outside of work, he enjoys investing and time spent with his son, wife and pet Labradors.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Small Business Advice
Borrowing
Tax Strategies
Growing Assets

Our fees are based on complexity of advice, time taken and value added to the client

5.00 October 2024

Stuart was fantastic in helping us refinance our home. He took the time to understand our needs and found the best options for us, making the entire process seamless. His expertise and clear communication truly set him apart. We’re thrilled with the outcome and would highly recommend him to anyone.

5.00 October 2024

Stuart is brilliant! He stays with you every step of the way, clearly explains what's going on, is always respectful, and works hard to achieve the best outcomes for you. Highly recommended.

5.00 September 2024

Stuart is trustworthy, reliable and makes everything easy to understand so that you can make the correct decision for your own situation. Highly recommended.

5.00 August 2024

Stuart was friendly, had great knowledge and was extremely helpful. Highly recommend.

5.00 May 2024

Stuart has been super valuable! I feel like I have a much clearer plan in place to grow my superannuation and retire with confidence.

Adviser status Platinum
Rating 5.00
Number of reviews 31
First year providing advice 2011
Years of experience 13
Highest qualification
- Graduate Diploma - Chartered Accountant Program
Language spoken
- English

Michael Roach Financial Solutions

Suite 201, 697 Burke Road
Camberwell, VIC 3124

9:00am – 5:00pm Monday – Friday

Amp Financial Planning Pty Ltd

AFSL 232706

Stuart Jones

Michael Roach Financial Solutions

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Michael Roach Financial Solutions

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Amp Financial Planning Pty Ltd