Stuart has been working in the financial planning industry since 2012, during which time he has held a number of positions which has enabled him to build his analytical and strategy first approach to financial planning. Most recently holding Senior Financial Advisor positions with the National Australia Bank, MLC Limited and IOOF. His passion lies in building meaningful and lasting relationships and he embraces the true meaning of Sonder. Stuart thrives on getting to know people, understand their story and help tailor a solution for them.
Stuart holds a CERTIFIED FINANCIAL PLANNER® designation which is the highest designation within the industry and is a member of the Financial Planning Association of Australia (FPA). He has completed a Bachelor of Business with a major in Financial Planning and Financial Management. Stuart has also completed the Financial Adviser Standards and Ethics Authority (FASEA) certification, committing to a lifetime standard of ethical practice.
In his spare time, Stuart loves sneaking in a round of golf and exploring new restaurants with friends and family. He is an amateur red wine and whiskey connoisseur and is always open to new recommendations. Stuart loves spending time with his young family and enjoying the constant changing pace of life that comes with a young family.
- Adviser status Silver
- First year providing advice 2015
- Years of experience 9
- Certified Financial Planner (CFP)
Sonder Advisory GroupLevel 17, 31 Queen St
Melbourne, VIC 3000 48 Albert St
Warragul, VIC 3820
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd