Stu is the owner and Principal Financial Adviser of Heart Financial Advisers and is a financial services veteran with more than 24 years of experience.
Stu is an Advice Practitioner member of the Financial Advice Association Australia and holds postgraduate qualifications in financial advice including a Master of Financial Planning.
He is a Chartered Retirement Specialist and an Accredited Behavioural Finance Professional. He is the primary contact point for all Heart Financial Adviser clients.
Everyone needs sound professional financial advice to navigate the complexities of financial and taxation matters.
Frankly, it is something that should not be embarked upon alone. He has helped many clients maximise and protect their wealth, build strong financial pathways for their future and achieve their dreams.
HIs success stems from his understanding that every client is unique and that financial advice is only a small part of their needs. So, when you partner with Stu, you know you are getting advice that is tailored to your individual needs – advice that evolves as your lifestyle does. He prides himself on his pragmatic and honest approach.
He works within five key principles:
1. Money coaching and mentoring will keep on track.
2. Close and deep relationships are important.
3. Strategy is critical in everything.
4. Personal growth is just as important as growing your wealth.
5. Conscious of cost.
I am here to help you get the most out of your life, I also want to make sure I understand your aspirations and life objectives to make sure I am giving you advice that is going to suit and enhance your lifestyle. We are passionate about our clients and dedicated to helping empower you through the relentless pursuit of the best outcomes.
Authentic and driven to achieve goals and aspirations, that is what I am all about!
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchFees are negotiated on a case by case basis
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 11
- First year providing advice 2002
- Years of experience 24
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Heart Financial Advisers
Suite 5, Level 1, 41-49 Sturt StTownsville City, QLD 4810
Opening hours
- 9:00am – 4:00pm Friday
- 9:00am – 9:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Sentry Advice Pty Ltd
AFSL 227748