"I provide objective advice based on informed analysis, prudent judgment and diligent effort."
Stuart has been with Morgans since 2007. Originally from Deniliquin NSW, Stuart's financial remit spans many industries from mining and agriculture through to information technology.
Services and specialities
- Personal Insurance
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Stuart focuses on developing a tailored portfolio service to suit the specialised requirements of each individual client and providing a personalised solution for their financial needs. Stuart maintains focus on domestic equities, fixed interest and cash markets, whilst specialising in international equities, primarily the North American, European and Asian Pacific Markets.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, Kaplan, 2016
- Foundations of Financial Planning, Kaplan, 2012
- Ethics and Professional Relationships, QUT, 2020
Professional Associations
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary and percentage of fees.