Stuart Hudson

Ccz Equities Australia Pty Ltd

4.70
1 Review
Gold
13 Yrs Experience
Sydney, NSW 2000
When delivering financial advice it begins by defining your 'life's work ', your values and your personal family objectives.  Our  practical purpose is  \> to ensure you are better finacially organsied \> to improve your investment outcomes \> to achieve and secure your desired lifestyle \> to be in a position to manage an unexpected event \> to build a legacy

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 1
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Ccz Equities Australia Pty Ltd

Level 24, 9 Castlereagh Street
Sydney, NSW 2000

Licensed by

Statton Pty Ltd

AFSL 526868

4.70
1 Review
5
4
3
2
1
4.60
Clear communication
4.60
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
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Qualifications & Training

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2007

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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