About Stuart

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

Stuart in his own words

I look after a broad range of clients, but predominantly those nearing or transitioning to retirement. As an accredited Family Business Adviser (FBA), I also specialise in helping families navigate the complexities of transitioning wealth from a family business, supporting them to make well-informed decisions as part of their broader wealth management strategy. I am passionate about educating and reassuring my clients that they are on track to achieve their lifestyle goals. Many retired clients can feel uncertain during this phase of life, but greater understanding and clarity around their finances allows them to enjoy life with confidence.

Education and experience

Stuart holds the following qualifications:

• Bachelor of Commerce, Finance from Macquarie University;
• Certified Financial Planner (CFP®) certification, Financial Planning Association of Australia (FPA);
• Specialist accreditation in Self Managed Super Funds and Gearing;
• Member of the Financial Advice Association Australia (FAAA); and
• Family Business Association (FBA) Accredited Adviser.

What my clients say

"What sets Stuart apart is his commitment to understanding our unique financial situation and goals. He takes the time to listen and provide tailored advice specific to our needs." 

"We're extremely satisfied with the service receive and highly recommend Stuart to anyone looking for a reliable and knowledgeable adviser."

Josh and Sarah (clients since 2023)

"We came to Stuart five years ago after a difficult experience with our previous financial advisers. Stuart worked hard to rebuild our trust in the profession, and we have always found his integrity to be of the highest level."

"Stuart takes the time to explain his advice clearly and patiently, ensuring our investment strategy aligns with our long-term life goals. He always takes responsibility, follows through on requests and arrives at our regular meetings informed and well-researched."

"We have a lot of confidence in Stuart's ability as our financial adviser, and we look forward to working with him into the future. We would have no hesitation in recommending him to other potential clients."

Cameron and David (clients since 2021)

Outside of work

Stuart enjoys spending time with his young family. He keeps active playing sport and is a keen member of the Macquarie Dragons Football Club.