Stuart Carboon

I am passionate about helping clients achieve their retirement financial goals and have been advising clients in the Geelong region since 2000. I am an advocate for continued learning and in 2021 I completed the Graduate Diploma of Financial Planning tertiary qualification (AQF8), exceeding the government minimum education standard of an approved Bachelor Degree (AQF7 level.)

I am committed to delivering a service to all clients where the advice provided is relevant to their goals and objectives while adhering to the current relevant regulatory, technical and compliance standards. I do not receive any referral fees nor pay for any referrals received.

I believe that by working with my clients instead of for my clients, it provides a more satisfying experience and produces better outcomes.

I also enjoy educating my clients in the benefits of implementing and regularly reviewing their financial plan and how doing so can assist them in achieving their financial and lifestyle goals in retirement.

I run a family business and ensure that our customers are taken care of and feel that they always have someone they trust and can rely on to help them with their financial wellbeing. I aim to explain complex financial solutions and strategies in plain English.

I offer a no obligation initial meeting and encourage everyone to seek advice from a qualified financial planner.

To learn more about how we may transform your retirement dreams into realised goals, contact us on (03) 5221 6079 or by email stuart@retirementmentors.com.au