Stuart Fitzpatrick

Excel Financial Advisors Pty Ltd

Platinum
17 Yrs Experience
The Branch, NSW 2425

Money isn’t everything, but it helps you do the things you want to do. We believe a better future is based on understanding your financial options and opportunities, and taking the actions needed to succeed. We feel we can help you build that better future. We do this by sharing our knowledge and experience, helping you uncover your needs and objectives, providing tailored financial advice, and supporting you take the actions needed to reap the rewards. Our services are focussed on building your wealth and managing your risks. We want to work with people who feel what we do is important to them. If this sounds like you we would love to hear from you.

Expertise

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 35
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Excel Financial Advisors Pty Ltd

1270 The Branch Lane
The Branch, NSW 2425

Opening hours

  • 9:00am – 5:00pm Tuesday – Friday

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638