Stu Woodbridge profile photo

Stu Woodbridge

24kWealth

Bronze
8 Yrs Experience
Milton, QLD 4064

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 SMSF Association 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
  • Expat Finance
  • 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

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

24kWealth

Suite 2, Level 5, 303E Coronation Dr
Milton, QLD 4064

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Hunter Green Pty Ltd

AFSL 225962