Stuart Jones

Michael Roach Financial Solutions

Platinum

13 Yrs Experience

Camberwell, VIC 3124

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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.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Small Business Advice
Borrowing
Tax Strategies
Growing Assets

Our fees are based on complexity of advice, time taken and value added to the client

5.00 March 2024

Wow. With retirement nearing and a weight on our shoulders as to whether we had enough money to live out our life, Stuart has made us feel very much at ease. He assisted as with a reverse mortgage to sure up our investment and then more recently, assisted us with organising our superannuation. Absolutely sensational.

5.00 March 2024

We have been with Stuart and Michael for a couple of years now and the over riding experience for us us TRUST. We have that and are happy to have our future in his care.

5.00 March 2024

I have absolutely delighted with all the good advice that Stuart has provided me with over the years. He has managed my Superannuation whilst I was working and now he has steered my funds into my Retirement. It’s been a great journey and I will continue to trust in this Company and Stuart for a long time to come. Well done.

5.00 February 2024

Stuart and the MRFS team have been always been so professional, helpful, friendly and available. We have been with the team for over 8 years and they have turned our finances and knowledge of the Superannuation world around. Stuart is always available and is quick to answer any questions we have. We would highly recommend them to anyone wanted a safe haven is this financial world.

5.00 February 2024

Stuart came highly recommended by my accountants to advise on setting up an investment portfolio after having sold my business.

I found him to be extremely methodical and giving very clearly understood advice. I have retained his service on an ongoing basis.

Adviser status Platinum
Rating 5.00
Number of reviews 24
First year providing advice 2011
Years of experience 13
Highest qualification
- Graduate Diploma - Chartered Accountant Program
Language spoken
- English

Michael Roach Financial Solutions

Suite 201, 697 Burke Road
Camberwell, VIC 3124

9:00am – 5:00pm Monday – Friday

Amp Financial Planning Pty Ltd

AFSL 232706

Stuart Jones

Michael Roach Financial Solutions

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Michael Roach Financial Solutions

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