Stuart is a highly experienced financial planning professional who is passionate about helping people achieve their goals through excellent education and advice. His strength is in developing valuable networks and communicating effectively both with clients and colleagues.
Attracted to the motivation, enthusiasm and strategic mindset of the ASVW leadership team, Stuart is excited to be appointed to the role CEO of ASVW Financial Services where he knows he can build a strong team of collaborative, relationship-driven advisors. To Stuart, the convergence between traditional tax accounting and financial planning is obvious; individuals and businesses need holistic, big picture financial advice that is strategic, not simply compliance. He has proven he can make this approach work, having previously established financial planning divisions within traditional accounting firms with great success; he achieved a high-profile sale of Financial Partnership Pty Ltd to IOOF which was a real career highlight, to set up the formation of Consultum Financial Advisers Pty Ltd.
Stuart is a Certified Financial Planner (CFP) and has a Diploma of Financial Planning (Dip.FP), a Diploma of Life Insurance (Dip.AII) and is currently completing a Post Graduate Diploma in Financial Planning.
Life on the Mornington Peninsula is great and allows him to enjoy his passion for water sports, particularly sailing, to spend time lazing at the beach and to also play the occasional game of golf. Stuart enjoys AFL football and is a mad Carlton supporter.