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 4.90
  • 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