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Margaret Stewart
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Margaret Stewart
Private Client Adviser
Email:
margaret.stewart@sfg.com.au
Phone:
03 5152 5044
Margaret has worked in the financial services industry since 1995. During this time she has held senior advisory positions with leading wealth management and financial advisory firms in
Victoria
, the ACT and
Tasmania
. As well as providing quality advice to clients, she is presently Office Manager of the Shadforth Financial Group Bairnsdale office.
Margaret is a Certified Financial Planner™ practitioner and she also holds a Diploma in Financial Planning. While Margaret has extensive knowledge in relation to a broad range of financial planning areas, she has chosen to specialise in the complex field of wealth accumulation and retirement planning.
Margaret is passionate about developing and maintaining long term relationships with her clients and enjoys helping people to achieve their personal financial goals. Over the years many clients have complimented Margaret on her straightforward genuine advice delivered in an easy to understand way.