Michael Stewart

Lead Partners Private Wealth Pty Ltd

Gold
19 Yrs Experience
Auchenflower, QLD 4066

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 52
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Lead Partners Private Wealth Pty Ltd

420 Milton Rd
Auchenflower, QLD 4066

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lead Partners Private Wealth Pty Ltd

AFSL 520268

4.85
52 Reviews
5
4
3
2
1
4.95
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 52

Sort by

5.00

"I have been a client of Michael's for over 20 years and have always felt comfortable that he has my best interests at heart. I never hesitate to ask anything of Michael and the team. I feel confident in his advice and have even recommended a number of my children meet with him."

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

"Michael has been our trusted adviser for approximately 14 years. Through his knowledge and experience we feel confident in his ability to manage our financial circumstances that have changed various times over the years. We have recommended Michael to our family and friends in the past and would be happy to do so in the future."

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

"We have trusted in Michael's advice for over 20 years now. He has always been available when needed and is extremely knowledgeable in his field. We have complete confidence in the advice he has provided over the years and would not hesitate to recommend him to our family and friends."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were referred to Michael from other family members and we could not be happier with his initial consultation and how everything was handled in a very professional manner. Michael explained everything to us in a very easy to understand way and made us feel comfortable and very welcome. In the past twelve months Michael has invested our funds very carefully and wisely and we could not be happier with the outcome. We would not hesitate to recommend Michael and Lead Partners to anyone who is in need of investing their hard earned income."

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

"Michael has advised me on Superannuation strategies to best suit my situation. I had no trouble understanding what Michael was talking about. I have every confidence in Michael's ability as a financial adviser. Michael has always been contactable when advise is required."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has been a known and trusted confidant for over 20 years. he has been reliable, and proven himself an extremely trustworthy adviser. I have had the opportunity to form the view that Michael is an exceptional adviser who is extremely knowledgeable on the areas of his practice. I appreciate the time he takes to explain his advice."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was recommended to Michael and the team by a friend . He has help me understand the full benefits of Super and setting a SMSF which i never had the confidence before . Everyone is detailed clearly and no question of mine is treated with upmost respect and clarity"

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

"When we first approached Michael in 2015 we had little knowledge of superannuation. Over the past 7 years he has provided valued information and guidance in ensuring we are now in a position where we can retire with some confidence. His knowledge is second to none and I would recommend him to any person seeking advice on financial matters. He is very personable and always makes sure you understand the topic being discussed."

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

"Michael has been advising us for many years his passion and honesty in advising us has been of the highest quality I could not recommend Michael and his company more highly."

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

"Michael has been an enthusiastic and committed adviser over a decade. He has helped us develop some confidence in our financial future despite our unpleasant situation in the early years. He has been accessible friendly and committed to our financial endeavors always. Michael has tried to explain all aspects of his investment process and reiterated them on each annual meeting. Kath and I feel that Michael is an honest friend and we are happy for him to hold our economic well-being in his hands. We now have an investment pool that will sustain us in our retirement."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 52

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Margin Lending

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2011

Certificate in Introductory Mortgage Broking

Level
0 - Training / Exam / Other
Institution
Finance and Related Services Training Academy (FARSTA)
Completed
2004

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2007

Certificate III in Business (Office Administration)

Level
3 - Certificate III
Institution
Martin College
Completed
1999

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2002

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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