Stuart McGilvray

Sba Financial Pty Ltd

Gold
13 Yrs Experience
Essendon, VIC 3040

Recent reviews

Sba Financial Pty Ltd

129 Buckley Street
Essendon, VIC 3040

Opening hours

  • 9:00am – 9:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 4
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Sba Financial Pty Ltd

AFSL 238060

4.95
4 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

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

"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."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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