Stu Woodbridge

Brisbane Wealth

Silver
9 Yrs Experience
Pinkenba, QLD 4008

I have more than a decade worth of experience working in the finance industry here in Australia and in the United Kingdom. I have a passion for problem-solving and finding creative solutions to meet my client’s goals in an ever-changing global economy. I am fully aware of the value of quality advice and I love nothing more than developing and implementing complex financial strategies.

My qualifications include a Diploma & Advanced Diploma in Financial Planning, a Master of Applied Finance (Financial Planning), and a Bachelor of Science (Hons). I am also an FAAA Member.

Areas that I specialise and in no particular order, are as follows:

  • Wealth Management
  • High-Net-Worth Financial Planning
  • Superannuation & Retirement Planning
  • Divorce Financial Planning
  • Intergenerational Wealth Transfer
  • Personal & Business Insurance Planning

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We are happy to discuss our fee arrangements for clients looking for long term financial planning

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2017
  • Years of experience 9
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

Brisbane Wealth

52 Savage St
Pinkenba, QLD 4008

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Australia National Investment Group Pty Ltd

AFSL 522028