Stuart Bates

Lifelong Wealth Holdings Pty Ltd

Gold
21 Yrs Experience
Lawnton, QLD 4501

Recent reviews

Lifelong Wealth Holdings Pty Ltd

Shop 24, 670 Gympie Rd
Lawnton, QLD 4501

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 14
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.90
14 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.75
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Stuart has given me advice in several areas. I am confident I am being taken care of when I receive advice from Stuart."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Stuart was referred to me and I am pleased he was as he has given me advice in areas including super funds and managing debt. Stuart has been able to explain things to me in a clear way. Through Stuart's knowledge and experience, I feel very confident the advice given was exactly right for my needs. I have received Stuart's full care and attention when I needed it.'"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stuart has provided my wife and myself with advice on how to best protect our retirement savings while still providing us with a comfortable income in retirement. He has also provided us with advice that may enable me to receive a Centrelink pension without sacrificing our savings. He makes himself readily available when we want to see him and has a good understanding of our financial needs and our risk profile."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Stuart has assisted us both as we step out of working careers and into our retirement years, with sound superannuation advice and likely outcomes. We have always been relaxed and comfortable in his presence and have total confidence in his advice and ongoing attention. He is upfront with his reasoning and expectations, and we have followed his advice to the letter. Highly recommended."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have used Stuart as our financial adviser for over ten years. Stuart's knowledge of superannuation and financial markets is very comforting. We have confidence that the advice we received from Stuart suits our financial needs."

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been working with Stuart for several years and have found him to be very professional in all that he does. He is extremely knowledgeable on a wide range of matters affecting us and our Self Managed Super Fund. We have found his advice invaluable. He is always very well prepared for our meetings and we have confidence in him and his ability to offer sound, professional advice."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John & Jo-Ann 4510. Stuart has been our adviser for approximately 10yrs. His expertise has been invaluable in the management of our SMSF and continuing financial security in our retirement. He is always available for advice when needed and keeps us regularly informed with regards to our investments."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Stuart for many years, and he has aways taken the time, to explain with care, how I can manage my self funded retirement. He has always treated me with respect and has become not only a man that I trust but a good friend."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stuart provided great service and advice. I have the peace of mind now that I have the right cover."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been using Stuart as my advisor for over 10 years and he has provided great sounds advice each time during this period. Highly recommended."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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