Stuart has over 20 years accounting, financial advisory and lending experience, and is responsible for the operation of the Financial Services Division.
Stuart’s career commenced in the accounting profession, where he undertook various roles, both in private practice and commerce. During this time he completed his accounting degree at the University of SA and became a CPA. A keen interest in financial markets was the catalyst for completing a Graduate Diploma in Applied Finance and investment with FINSIA and moving into the wealth management industry.
In 1997 Stuart established his own Financial Planning Firm in Sydney specialising in wealth creation, retirement planning and lending. In 2002, this was acquired by listed Financial Services company WHK Greenwoods, where Stuart continued as a Director for 4 years in their Financial Services Division, providing advice to private clients and also heading their Lending Division.
2007 saw Stuart join Bartons as a director, whereby he was responsible for establishing the Financial Services Division. The division has experienced strong growth since its commencement, and now has four authorised representatives who manage over $100m of funds on behalf of clients.
Stuart lives locally to Bartons and he is actively involved in the Immanual Primary School community, both on the school council and as a member of the Margaret Ames fundraising committee for the Immanuel College new senior school facility.
Stuart is currently at the top of the leader board on the Bartons City to Bay running team, and has now added the Sydney City to Surf to his running achievements.
“Stuart’s recommendations and advice in the management of our superannuation investments have been, and are, excellent. Thanks to him growth of the fund has exceeded our expectations. Stuart has ensured that we have a secure financial future. He has taken as much time to explain procedures and results, or to listen to our suggestions, as we have required. He has always dealt with our questions and concerns in a very friendly and helpful manner. We are privileged to have Stuart as our financial adviser.”
Dianne and Lofty Glatz, Port Elliott, SA
Corporate Authorised Representative of Magnitude Group Pty Ltd ABN 54 086 266 202, AFSL 221557