Stuart holds a Graduate Diploma of Financial Planning and brings over 20 years of experience in financial services as a trusted private client adviser. Well established within the Albany community, he is known for delivering clear, practical advice and building strong, long-term client relationships.
Specialising in strategic financial advice, Stuart focuses on simplifying complex financial matters and turning them into clear, actionable strategies. His goal is to help clients feel confident, informed, and in control of their financial decisions. He places a strong emphasis on long-term partnerships and takes pride in being closely involved throughout the advice process, working alongside clients as their needs evolve.
Outside of work, Stuart is an active member of the Albany community. A true Great Southern local, he enjoys spending time surfing and fishing at local beaches. He is also a keen woodworker, a hobby that reflects the same attention to detail and craftsmanship he brings to every financial plan he creates.
At a glance
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Adviser status
Gold
- First year providing advice 2004
- Years of experience 22
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Wealth Plus Solutions Pty Ltd
12b, 70-74 Frederick StAlbany, WA 6330 116 Edward St
Perth, WA 6000
Licensed by
Wealth Plus Solutions Pty Ltd
AFSL 487103