Stuart has more than 12 years' experience in financial services. Over this time he has worked in paraplanning and technical positions with large financial service dealerships as well as boutique and family office businesses.
Prior to joining IOOF he worked at Colonial First State as a technical analyst. Here he provided technical and training support to financial advisers and product support staff as well as authoring technical literature covering tax, superannuation and social security. He also regularly presented technical updates to internal advisers and support staff.
He enjoys helping advisers discover technical solutions and opportunities for their client’s financial planning needs.
His qualifications include a Bachelor of Economics and a Bachelor of Arts from the University of NSW. He is also a CFP member of the Financial Planning Association.