Stuart has been working in the Financial Services industry for many years and has been with Michael Roach Financial Solutions since 2011. He has been a Directer and owner since 2014. He has significant experience in the private sector, providing advice to a vast range of clients from individuals right through to listed companies and high net worth groups. Stuart has a Bachelor of Business (Accounting) is a Chartered Accountant, holding a Advanced Diploma of Financial Services (Financial Planning) and holds a Diploma of Finance and Mortgage Broking Management. Stuart specialises in Superannuation, Insurance, Retirement Planning, Finance and Mortgage Broking.
Outside of work, he enjoys investing and time spent with his son, wife and pet Labrador.
Our fees are based on complexity of advice, time taken and value added to the client
Stuart has been great in helping us manage our finances. He has helped with our superannuation, share investments and most recently our home loan. He gets back to us quickly with any questions we have and takes the time to explain everything until we are happy we understand. I definitely recommend Stuart to help guide with your finances and into retirement.
Stuart was referred to me by a friend to help me through the process of buying my first home and I could not be more appreciative of his support, guidance and expert knowledge. As someone entering the property market for the first time it can be quite overwhelming but Stuart was fantastic in the making the seemingly complex, simple and ensuring I knew exactly what I needed to know, how it might impact me, and why it was important. From obtaining pre-approval to checking-in, to discussing different loan options, market insights and finance options right through to signing the contract and moving in Stuart was able to help navigate every step. I found Stuart to be a relaxed and personable in nature, understanding of my needs and challenges and as such felt very comfortable and trusting in his advice and consult. Stuart's industry knowledge, customer service and solution-focused approach helped give me clarity and confidence throughout the process. I couldn't recommend Stuart more highly and am very grateful for his help and am looking forward to maintaining an ongoing relationship across a broader range of financial solutions.
Stuart is an exceptionally personable intelligent guy, with a very relaxed and delightful manner. All the dealings my wife and I have had with Stuart have been an absolute treat. Stuart has seamlessly simplified our multiple super accounts, which were looking like a dog's breakfast, into one streamlined account. Feel very fortunate to have met Stuart. Highly recommended.
Stu expertly navigated the complexities of securing finance for us, despite the challenging circumstances involving multiple family trusts and companies. His communication was outstanding, and his dedication and customer service were top-notch. We highly recommend Stu as a mortgage broker.
Stuart worked out was the best option for me and kept me informed on how the process was going, definitely was on my side against the banks.
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2011
- Years of experience 12
- Graduate Diploma - Chartered Accountant Program
Michael Roach Financial SolutionsSuite 201, 697 Burke Road
Camberwell, VIC 3124
- 9:00am – 5:00pm Monday – Friday
Amp Financial Planning Pty Ltd