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Stuart Fitzpatrick

 Stuart Fitzpatrick

Share profile:
1270 The Branch Lane
Karuah
NSW
2324
AU

Overview CONTACT THE ADVISER

Stuart Fitzpatrick Stuart Fitzpatrick

total Reviews

31

Experience

13yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Excel Financial Advisors Pty Ltd
Excel Financial Advisors Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Interprac
Interprac
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free General Advice
  • Personal Advice starting from $1650
  • Ongoing Advice starting from $1650

Latest Customer Reviews (3 of 31 total)See all

"we had done our own research on some changes we were wanting to take for our family and needed a professional to check it over to make sure we weren't missing something and were happy with some input and suggestions that we may of not though of. Stuart was exactly what we needed, we explained the situation and we went through everything we had done and Stuart was able to work through a couple of options with us and we walked away feeling happy and confident that we were on the right track and even had a new idea that we didn't think was possible. down to earth advice with out being bamboozled thank you both Stuart and Heather you make a great team"

Amanda and James, Under 35 19 Feb 2018

"Excel Financial Advisors have been managing our financial portfolio for the past 18 months. During this time, Excel have completed complex tax returns, helped us establish a robust financial plan and have also spent significant time educating us on the ‘dos and don'ts’ when it comes to property investment. After following their advice, we find ourselves in a sound financial position and have just recently purchased our first property. Although purchasing our first property was quite daunting, the Excel team were able to guide us through the process from start to finish. We are very thankful for their patience and support. For anyone looking for a tax agent, financial advisor or mortgage broker I would highly recommend Stuart and Heather from Excel Financial Advisors. Thanks again team! Kellie & Daniel Frost "

Daniel , Under 35 11 Dec 2017

"Stuart and Heather of Excel Financial Advisors have the most customer-centric approach to what they do. They treat all their clients as if they are members of their family and the advice given reflects this. Stuart will take all the time necessary to explain everything and to make sure everything is understood. To be a client of Excel is to know you are being looked after by people who care about you."

Tony, 46-55 29 Mar 2016

History & Qualifications CONTACT THE ADVISER

My membership

Certified Practising Accountants Australia (CPA)

Awards
  • No award found
Years of experience
  • 13 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

1270 The Branch Lane, Karuah
NSW 2324 Australia

Office hours

Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 31 Total Reviews
Amanda and James, Under 3519 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"we had done our own research on some changes we were wanting to take for our family and needed a professional to check it over to make sure we weren't missing something and were happy with some input and suggestions that we may of not though of. Stuart was exactly what we needed, we explained the situation and we went through everything we had done and Stuart was able to work through a couple of options with us and we walked away feeling happy and confident that we were on the right track and even had a new idea that we didn't think was possible. down to earth advice with out being bamboozled thank you both Stuart and Heather you make a great team"

Daniel , Under 3511 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excel Financial Advisors have been managing our financial portfolio for the past 18 months. During this time, Excel have completed complex tax returns, helped us establish a robust financial plan and have also spent significant time educating us on the ‘dos and don'ts’ when it comes to property investment. After following their advice, we find ourselves in a sound financial position and have just recently purchased our first property. Although purchasing our first property was quite daunting, the Excel team were able to guide us through the process from start to finish. We are very thankful for their patience and support. For anyone looking for a tax agent, financial advisor or mortgage broker I would highly recommend Stuart and Heather from Excel Financial Advisors. Thanks again team! Kellie & Daniel Frost "

Tony, 46-5529 Mar 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stuart and Heather of Excel Financial Advisors have the most customer-centric approach to what they do. They treat all their clients as if they are members of their family and the advice given reflects this. Stuart will take all the time necessary to explain everything and to make sure everything is understood. To be a client of Excel is to know you are being looked after by people who care about you."

Sue, 56-6524 Feb 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I found Stuart very knowledgeable, listening to my needs, and then helping me understand the options available in early retirement. Now, I feel more confident taking control of future needs in retirement, knowing that Excel is there to help and advice along the way. I would not hesitate in recommending Stuart (Excel Financial Advisors) for anyone looking to understand available strategies to build a better future for all your financial matters. "

Byron, 56-6511 Feb 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stuart is an expert in the self managed super area and has been extremely proactive in structuring my super fund so as to minimize taxes and maximize return. As a qualified accountant myself I have enormous respect for Stuart's skills which are enhanced and maintained by regular ongoing professional development. "

Anthony, 35-4529 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I visited Stuart to determine if a SMSF was suitable for me. He spent well over an hour looking at my current position and advised me that it was not a viable option at this point in time, even though this meant doing himself out of business. Thanks for your honesty Stuart."

Helen , 56-6509 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been Stuart's client for over 10 years and have found him a reliable, and trustworthy accountant, tax advisor, and financial advisor for my Self Managed Super and private investments. I would highly recommend him to friends and relatives. And have enjoyed working with him on many facets of my financial planning and estate management."

Pauline, 56-6524 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My husband and I have been dealing with Stuart who is Excel(lent) for a number of years. In that time he has always been extremely helpful, knowledgeable, professional and approachable in all our dealings with him. We wouldn't hesitate to recommend him to anyone who needs financial help. Pauline"

Jeff, 56-6517 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Always gives excellent professional advice in an easy to understand and friendly manner. Highly recommended."

Scott, 46-5515 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stuart is a highly professional advisor who understands his clients needs and offers sound technical advice on planning for the future and overall wealth creation. "

ROSLYN , 46-5507 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I HAVE HAD THE PLEASURE OF KNOWING HEATHER AND STUART FOR MANY YEARS NOW. I HAVE ALWAYS FOUND THEM, HONEST, RELIABLE, FRIENDLY, HELPFUL AND ACCURATE IN THEIR ADVICE AND KNOWLEDGE. I HAVE RECOMMENDED THEIR BUSINESS TO FAMILY AND FRIENDS AND WILL CONTINUE TO DO SO "

Denise, 56-6530 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stuart has set our SMSF up and we are extremely happy with how it is progressing. Stuart is a great communicator, friendly, reliable and very competent."

Trevor, 56-6529 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My previous experience with people involved in my SMSF accountancy and advice was less than ideal, I found Stuart to be very reliable, trustworthy and helpful in all aspects required to run a SMSF correctly. Stuart's knowledge base and experience is extensive and I highly recommend him and his advisory services."

Leigh, 46-5528 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have known Stuart for more than 15 years and I have found him to be friendly, approachable, and committed to the best interests of his clients. Stuart can discuss and provide the latest and most suitable strategies for his clients and places great importance on being educated in current methodologies. I recommend Stuart to anyone seeking a professional, committed, genuine accountant / adviser."

Les, 56-6502 Oct 2015
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"I have been a client of Stuart's for about 10 years and have recommended Stuart to other work colleagues and friends most of whom are now clients of Stuart. I would not be recommending Stuart if I was not convinced of Stuart's capability."

Louise, 46-5530 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Since engaging Stuart 9 years ago I have realised this has been one of the best financial decisions I have ever made. Stuart has played an integral part in helping grow our small business & very importantly has helped us set up strategies for our retirement planning. Part of our strategy we purchased a couple of investment properties thru our SMSF which Stuart assisted us in purchasing. With Stuart's expertise I now feel very confident planning for my families financial goals & retirement. "

Kirrily, Under 3521 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I cannot recommend Stuart highly enough! He has a wonderful mix professionalism, knowledge and experience and the ability to put the need's of his clients first. For someone who is just entertaining the idea of investment and retirement planning, Stuart is great at explaining all the options in a way that is easy to understand- meaning you can be confident you are making informed decisions that are based on sound advice "

jenine, 46-5521 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
Brad, 46-5519 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stuart is very knowledgeable,he explains things in a way that is easily understood particularly when the topics you are discussing are new to you.Stuart follows up on an issues and provides great feedback. "

Joanne, 46-5518 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stuart always goes above and beyond to answer a question. Nothing is ever too much trouble and he makes you feel like you're the only client he has!"

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Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Self Managed Super Funds
STRENGTH
23
Customers

#2
Tax Effective Strategies
STRENGTH
20
Customers

#3
Savings Investment
STRENGTH
18
Customers

#4
Building Super
STRENGTH
17
Customers

#5
Preparing For Retirement
STRENGTH
16
Customers

x

Overall rating

100%

Stuart Fitzpatrick

Company: Excel Financial Advisors Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Stuart Fitzpatrick is a member of and in what capacity, the licensee or company of Stuart Fitzpatrick and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Stuart Fitzpatrick (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%