Director and Principal Financial Planner
Diploma of Financial Planning
The Financial Planning Association of Australia
Stuart has been working in the Financial Services Industry for over 25 years having held numerous corporate management roles with both AMP and ANZ Financial Planning around Australia.
Stuart holds a Diploma of Financial Planning with the Financial Planning Association of Australia and through Paramount Planning, as an Authorised Representative of AMP Financial Planning, he provides advice and services to customers in the areas of Wealth Protection, Investing, Superannuation and Retirement Planning.
Stuart prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.
Advice I specialise in
- Superannuation
- Retirement planning
- Transition to Retirement planning
- Insurance and Risk protection
- Financial planning
- Managed Investments
- Self Managed Super Funds
- Aged Care
- Centrelink Benefits
General advice I provide
- Estate planning