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

5.00
35 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 35

Sort by

5.00

"I have been a client of Stuart's for a number of years, with the most recent engagement borrowing to purchase my own home. Stuart provided sound, calculated and considered advice in terms of my borrowing power and suitable lenders. As a solo purchaser entering the property market, Stuart's professional advice and knowledge of current trends put me in the position where I could be reactive to and competitive in the market. Thanks to this support I am now a proud homeowner. I highly recommend the services of Stuart and Excel Financial Advisers."

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

"Stuart and his team went above and beyond to help us to refinance our home mortgage and investment property mortgage at a lower interest rate. Stuart listened to us and what we were looking for in the loans and that is exactly what we got. Stuart and his team kept in contact through the whole process. Highly recommend Excel Financial Advisors."

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

"Stuart and the team at Excel Financial Advisers are wonderful! They always respond to your questions quickly (no matter how stupid you think the question is). Stuart is full of knowledge and is happy to help you achieve your financial goals. My husband and I highly recommend Excel Financial Advisers for all of your financial needs."

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

"Stuart has been attending to my taxation and financial needs for more than 10 years. Stuart, Heather and their team have always provided me with quality advice and service, in a range of situations from property investment to estate planning. They offer solid, reliable advice in all financial dealings and their ability to explain complicated issues has helped me greatly to navigate the financial world. Their excellent customer service is demonstrated by courteous and friendly staff who are capable, confident and up to date with the current financial industry. My trust in this company to help me look after my finances will continue for many more years. Helen Barnett"

  • Superannuation
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"we had done our own research on some changes we were wanting to take for our family and needed a professional to check it over to make sure we weren't missing something and were happy with some input and suggestions that we may of not though of. Stuart was exactly what we needed, we explained the situation and we went through everything we had done and Stuart was able to work through a couple of options with us and we walked away feeling happy and confident that we were on the right track and even had a new idea that we didn't think was possible. down to earth advice with out being bamboozled thank you both Stuart and Heather you make a great team"

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

"Excel Financial Advisors have been managing our financial portfolio for the past 18 months. During this time, Excel have completed complex tax returns, helped us establish a robust financial plan and have also spent significant time educating us on the ‘dos and don'ts’ when it comes to property investment. After following their advice, we find ourselves in a sound financial position and have just recently purchased our first property. Although purchasing our first property was quite daunting, the Excel team were able to guide us through the process from start to finish. We are very thankful for their patience and support. For anyone looking for a tax agent, financial advisor or mortgage broker I would highly recommend Stuart and Heather from Excel Financial Advisors. Thanks again team! Kellie & Daniel Frost"

  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stuart and Heather of Excel Financial Advisors have the most customer-centric approach to what they do. They treat all their clients as if they are members of their family and the advice given reflects this. Stuart will take all the time necessary to explain everything and to make sure everything is understood. To be a client of Excel is to know you are being looked after by people who care about you."

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

"I found Stuart very knowledgeable, listening to my needs, and then helping me understand the options available in early retirement. Now, I feel more confident taking control of future needs in retirement, knowing that Excel is there to help and advice along the way. I would not hesitate in recommending Stuart (Excel Financial Advisors) for anyone looking to understand available strategies to build a better future for all your financial matters."

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

"Stuart is an expert in the self managed super area and has been extremely proactive in structuring my super fund so as to minimize taxes and maximize return. As a qualified accountant myself I have enormous respect for Stuart's skills which are enhanced and maintained by regular ongoing professional development."

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

"I visited Stuart to determine if a SMSF was suitable for me. He spent well over an hour looking at my current position and advised me that it was not a viable option at this point in time, even though this meant doing himself out of business. Thanks for your honesty Stuart."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

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
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

ASIC RG146 (Superannuation)

Level
0 - Training / Exam / Other
Institution
NowInfinity
Completed
2013

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Charles Sturt University (CSU)
Completed
1995

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
AFP

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member

Property Investment Professionals of Australia (PIPA)

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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