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Stuart  Mcdonald

 Stuart Mcdonald

Share profile:
1-5 Railway Street 4.03 North Tower
Chatswood
NSW
2067
AU

Overview CONTACT THE ADVISER

Stuart  Mcdonald Stuart Mcdonald

total Reviews

5

Experience

11yrs

Status

Gold

Overall Adviser Rating

85

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

I provide my clients with ideas and solutions to help them make the most of their opportunities. I try to understand as much as possible about my clients’ situation - what they have, where they've been and what their dreams and aspirations are for the future.

I then help develop a sound investment philosophy that'll enable them to reach financial independence sooner, provide funds when they're needed and give them options that might not otherwise be available (such as early retirement if that is their desire).

I get to understand the financial situation of many different people. So there's a good chance I've already seen what has and hasn’t worked for someone in similar financial situation. I can use that knowledge and tailor it so you have clear options. That's my value proposition.

Company:

National Australia Bank Ltd
National Australia Bank 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:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Aged CareAged Care
Loan ProductsLoan Products
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free General Advice
  • Personal Advice starting from $1100

Flat dollar fees based on the complexity of advice

Latest Customer Reviews (3 of 5 total)See all

"Stuart is operating in a challenging space at the moment, with the industry under the microscope, and NAB and MLC not being exempt from scrutiny. Ho shows good knowledge of the landscape, the market, and the products. Stuart has always been very clear with me about how he gets paid, and it's not through rebates or kickbacks. Which is very good to know. Im unclear about the neutrality of Super recommendations, (as in different providers), but the current shake up is likely to help in this transparency."

Andy, 56-65 14 Aug 2018

"?? ?? ??? ?? ????! ???????? ?? ?? ?? ?? ???? ....???? ?? ??????????? . AnnB: Thanks a million for always going the extra mile to help!"

Geraldine-Ann , 65+ 11 Aug 2018

"Stuart brings a more dynamic element to our investment and pension needs - a far cry from the older style adviser we had before Stuart came along. I find it refreshing."

Hayon, 56-65 11 Aug 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Diploma of Financial Planning (2007)

Diploma of Financial Services (2006)

Bachelor of Commerce (2002)

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

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

4.03 North Tower
1-5 Railway Street, Chatswood
NSW 2067 Australia

Office hours

Monday:   8AM to 6PM
Tuesday:   8AM to 6PM
Wednesday:   8AM to 6PM
Thursday:   8AM to 6PM
Friday:   8AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 95% Average Reviews
  • 5 Total Reviews
Andy, 56-6514 Aug 2018
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Stuart is operating in a challenging space at the moment, with the industry under the microscope, and NAB and MLC not being exempt from scrutiny. Ho shows good knowledge of the landscape, the market, and the products. Stuart has always been very clear with me about how he gets paid, and it's not through rebates or kickbacks. Which is very good to know. Im unclear about the neutrality of Super recommendations, (as in different providers), but the current shake up is likely to help in this transparency."

Geraldine-Ann , 65+11 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"?? ?? ??? ?? ????! ???????? ?? ?? ?? ?? ???? ....???? ?? ??????????? . AnnB: Thanks a million for always going the extra mile to help!"

Hayon, 56-6511 Aug 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Stuart brings a more dynamic element to our investment and pension needs - a far cry from the older style adviser we had before Stuart came along. I find it refreshing."

Janice, 65+10 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Have been a Customer of Stuart's for quite a number of years. Even though I'm not a large Customer, Stuart treats me as one for which I'm grateful."

Stephen, 56-6510 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Have been with Stuart for a number of years and I can say without a doubt, i am very happy with the level of service given throughout the year either via face to face meetings or by email updates."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

NATIONAL AUSTRALIA BANK LIMITED

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
3
Customers

#2
Building Super
STRENGTH
1
Customers

#2
Insurance Protection
STRENGTH
1
Customers

#2
Preparing For Retirement
STRENGTH
1
Customers

#2
Self Managed Super Funds
STRENGTH
1
Customers

#2
Socially Responsible Investments
STRENGTH
1
Customers

#2
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

85%

Stuart Mcdonald

Company: National Australia Bank Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Stuart Mcdonald is a member of and in what capacity, the licensee or company of Stuart Mcdonald 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 Mcdonald (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%