About Stuart

Stuart is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.

Stuart in his own words

I first became interested in a career in financial planning when I was working as an actuary and had the opportunity to present to employee super members. I enjoyed seeing audience members have those lightbulb moments when they understood and could see the merits of a particular strategy. I realised how engaging and satisfying it would be to assist individuals with their financial situation, and help clients to understand complex financial concepts.

Now 30 years later, I am a trusted adviser to my clients and enjoy the opportunity to get to know them and their family, their hopes and dreams, and work with them to achieve their lifestyle and financial goals. I'm passionate about providing strategic financial advice across all areas of wealth management, and managing evidence-based investment portfolios for my clients both in and outside of superannuation.

As an employee of the largest Fiduciary certified firm in Australia, I take an ethical and principle-based approach to serving my clients. I keep abreast of any changes to legislative and regulatory framework changes and have achieved the highest educational industry qualifications.

I work with a diverse range of clients, including those at the peak of their careers, successful professionals and executives and successful hardworking families.

Education and experience

Stuart holds the following qualifications:

• Bachelor of Commerce from the University of Melbourne (Actuarial Studies and Economics).
• Internationally recognised Certified Financial Planner (CFP)® and Chartered Financial Analyst (CFA)® designation.
• Member of Financial Advice Association Australia (FAAA).

What my clients say...

"The greatest benefit or value that I've gained from having Stuart as my adviser is not having to worry about my financial situation and knowing everything is being cared for."

Chris (Client 15 + years)

"Stuart has assisted in improving my overall position and growing my wealth."

Greg (Client 15+ years)

Outside of work

Away from work, Stuart enjoys spending time with his young family, running and playing tennis. He is also a keen supporter of the Essendon Football Club.