Stu Holden

Green Associates

Gold
14 Yrs Experience
Milton, QLD 4064
My aim is to provide client focused strategic financial planning advice to help clients through all stages of life. I use my extensive tax, financial and investment knowledge to design meaningful, easy to understand solutions to sometimes complex situations. I pride myself on being able to communicate complex matters in a way that is easy to understand. I believe that it is really important for my clients to fully understand the benefits behind the strategies that I use to help them reach their goals. If you would like to explore the benefits that I can provide for you please give me a call.

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Professional Accounting
  • Language spoken
    • English

Green Associates

Level 4, 303 Coronation Dr
Milton, QLD 4064

Opening hours

  • 9:00am – 5:00pm Monday – Wednesday, Friday
  • 9:00am – 9:00am Thursday

Licensed by

Charter Financial Planning

AFSL 234665

4.90
7 Reviews
5
4
3
2
1
4.85
Clear communication
5.00
Knowledge & expertise
4.70
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Stuart’s advice has enabled me to enjoy a comfortable retirement. I have been drawing on my super fund for over 8 years and am still well above my original investment. I highly recommend Stuart for his extensive knowledge and his ability to explain strategies in a way that the layman can understand them."

  • Government Assistance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stuart is a helpful, honest and trustworthy advisor. He takes a great deal of time and effort to analyse and prepare appropriate, individually tailored advice. I was very happy to have been referred to him."

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

"Stuart explains everything so that I understand what is the best for me. He is very easy to talk to and nothing is a bother for him."

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

"Stuart is highly knowledgeable and has a wealth of experience as a financial planner and accountant. He has that ability to explain complex financial issues in an understandable way and he can point out the issues that matter the most. He is very personable and listens as well as giving advice. He has always responded quickly to any concerns or questions that I've had."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Stuart is both professional and trustworthy- essential attributes for an advisor."

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

"Stuart is fantastic to deal with. Very knowledgable and explains everything to us in terms we understand. Highly recommend Stuart."

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

"I have always found Stuart to be very professional and personable in his dealings with me. He explains the strategies for my finances we in a knowledgable and easily understood way."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Master of Professional Accounting

Level
9 - Masters Degree
Institution
University of Southern Queensland (USQ)
Completed
2009

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

The Tax Institute

Membership type
Chartered Tax Adviser
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