Mark Stewart

Lead Partners Private Wealth Pty Ltd

Silver
15 Yrs Experience
Auchenflower, QLD 4066
An Intelligent, Pragmatic, Forward-Thinking Adviser with 17 Years of Industry Experience. Enjoying a diverse client base, Mark specialises in retirement planning, superannuation, tax, risk management and investment strategies for retirees, business owners and professionals.  His commitment to actively working with his clients to assist them in achieving their financial and lifestyle goals in paramount. Always happy to offer his opinion and get involved, Mark draws on a wide range of technical knowledge attained via ongoing professional education, regular intensive readings, previous business dealings and a vast network of professional associates. As an AFP® member of the Financial Planning Association of Australia (FPA), Mark is an active Investment Committee board member and is heavily involved with ensuring clients are provided with appropriate investment and strategic advice offerings. Mark is well travelled and appreciates meeting new and interesting people.  He is also an active member of the Indooroopilly Golf Club and enjoys reading, dining out, and spending time with family and friends.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Your initial consultation is on me. All fees will be disclosed and understood by you thereafter.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 5
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Lead Partners Private Wealth Pty Ltd

420 Milton Rd
Auchenflower, QLD 4066

Licensed by

Lead Partners Private Wealth Pty Ltd

AFSL 520268

4.85
5 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"I lived overseas for 20 years so had no official superannuation. Therefore I could not invest in an annuity when I returned to Australia, so all my investments were in blue-chip shares (apart from some cash in the bank). As a result, I paid a lot of tax. But some years later, when I went to see Mark, he found that the requirements had altered and I could now invest in an annuity, which I have done. My whole financial situation is much easier to manage and more secure now, thanks to Mark. Joanne Wheeler"

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given me superannuation advice over many years and I trust his information. He understands my financial situation and considers all aspects when advising me. I look forward to his advice for many years to come. Eric Gottschalk"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has advised me for several years in areas including superannuation and life & income protection insurance. Mark is skilled at explaining often complex financial matters in a clear and simple way and, through his knowledge and experience, I feel confident I am getting the right advice for my needs. Mark and his team are always available when I have a question or need advice. He is a trusted family advisor."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has met with Us regularity to guide our thinking and planning in relation to managing our superannuation which we do through a SMSF. He understands us well, and we feel very comfortable discussing all aspects of our financial situation with him. He has also been available by phone if we’ve needed advice. We understand his explanations, a result of his ability to communicate the financial concepts."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has provided us with easy to understand and practical advice on our superannuation and investments. We have every confidence in his expertise and have always felt he has our interests at heart. We have already recommended Mark to friends and would not hesitate to do so in the future."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Certificate in Introductory Mortgage Broking

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

Diploma of Margin Lending

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Mark's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Mark able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Mark's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Mark to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Mark?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Mark provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Mark may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Mark Stewart
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens