Stuart Cain Email & Phone Number

I have worked in the financial services industry since 1998 in various roles. I started out working for several different fund managers and around 15 years ago I became a financial planner and started giving personal advice to people from all walks of life. I enjoy working with clients accumulating funds in superannuation and investments with a focus on guidance towards their journey to ultimate retirement. Once at retirement, I take pride in helping clients enjoy their lifestyle, whilst providing a regular income stream with their accumulated assets and potentially some assistance from Centrelink. I am committed to building long-term relationships with clients by providing the best in professional advice as well as personal ongoing service. I always ensure the financial strategies I employ, and investment portfolios I establish remain current and innovative. I get great satisfaction in being able to help clients meet their financial goals through quality financial planning.The main areas I provide advice in are:• Retirement Planning• Superannuation• Investments• Tax Effective Strategies• Maximising Centrelink entitlementsI currently hold an Advanced Diploma of Financial Services through Kaplan Professional (Financial Planning) and a Bachelor of Arts form the University of NSW. Presently, I am also part way through completing a Graduate Diploma of Financial Services though Kaplan Professional. I am also a member of the Financial Planning Association of Australia.I am married to my long-term love Juliana, and have three lively young boys, Hugo, Felix and Leo.

Listed skills include Superannuation, Wealth Management, Investment Strategies, Financial Services, and 17 others.