Stuart has been an absolute pleasure to deal with right from the start with answering all my queries and questions around Life Insurance And Home Loan products. With his extensive experience in the industry and knowledge, Stuart has eliminated all my concerns and worries and has put together a catered platform for me and my future needs. Stuart has made the entire process effortless and easy and highly recommend anyone speaking to Stuart from advice or any other financial inquiries.
Stuart has just saved me many thousands of dollars by packaging my life, personal income and private health insurance and shopping around for the best deal. Very grateful for the speed, effort and outcome of this process!
Stuart stepped us through the mind field of setting up a Self Managed Super Fund and purchasing property through it. Very happy with this services.
I've engaged Stuart to manage my retirement planning and investments for some years. His ability to source specialized and boutique investment products tailored to my needs is excellent. As a former financial professional I appreciate his up front nature in relation to fees as I know first hand that some financial planners 'hide' fees from their clients. I will continue to use Phalanx FS and recommend Stuart to my friends and family.
Sba Financial Pty Ltd129 Buckley Street
Essendon, VIC 3040
- 9:00am – 9:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2009
- Years of experience 13
- Certified Financial Planner (CFP)
Sba Financial Pty Ltd