Stuart Carter

Stuart Carter Email and Phone Number

Financial Adviser @ Sherrin Partners
Brisbane, QLD, AU
Stuart Carter's Location
Greater Brisbane Area, Australia
Stuart Carter's Contact Details

Stuart Carter work email

Stuart Carter personal email

n/a
About Stuart Carter

I have been in the industry since 2007 and a risk adviser since 2009. In 2016, I merged my firm with Sherrin Partners and commenced providing my clients with overall holistic financial advice. I have completed an Advanced Diploma of Financial Services, a Diploma of Financial Services and am a Fellow Chartered Life Practitioner through AFA. The most important part of my role is being able to bring clients peace of mind by empowering and educating them about finance. I enjoy being able to provide clients this support and knowledge and build long-term relationships in the process. I am an experienced Director with specialised skills in wealth creation, wealth protection and wealth preservation.

Stuart Carter's Current Company Details
Sherrin Partners

Sherrin Partners

View
Financial Adviser
Brisbane, QLD, AU
Website:
sherrinpartners.com.au
Employees:
59
Stuart Carter Work Experience Details
  • Sherrin Partners
    Financial Adviser
    Sherrin Partners
    Brisbane, Qld, Au
    View
  • Sherrin Partners
    Director
    Sherrin Partners Oct 2016 - Present
    Brisbane
    Sherrin Partners is a Brisbane-based financial planning firm where we focus on creating more than just wealth for our clients. Our qualified advisers are passionate about developing personalized plans to help clients build the life they want. Our experience in strategic financial planning, wealth creation strategies, investment advice, insurance, superannuation, retirement planning and estate planning combined with our passion gives our clients a way to stay in control. Every client is unique and spending time with them to fully understand their goals, priorities and concerns makes financial planning deeply rewarding for me.Sherrin Partners is owned by four Directors: Ken Hanlon, Nathan Yuille, Michelle Millsom and myself. We are united by the belief that financial planning should be highly personalised and always aligned with our clients’ unique values, goals and priorities.
    View
  • Medico Legal Insurance Group Pty Ltd (Mlig)
    Senior Adviser
    Medico Legal Insurance Group Pty Ltd (Mlig) Feb 2011 - Oct 2016
    At MLIG we provide personal insurance advice and planning to members of the Legal and Medical professions.
  • Mlig Pty Ltd
    Adviser
    Mlig Pty Ltd Feb 2009 - Feb 2011
    Medico Legal Insurance Group Pty Ltd (Mlig)
  • Medico Legal Insurance Group Pty Ltd (Mlig)
    Paraplanner
    Medico Legal Insurance Group Pty Ltd (Mlig) Nov 2007 - Feb 2009
  • Greater Manchester Ambulance Service (Nhs)
    Paramedic
    Greater Manchester Ambulance Service (Nhs) Mar 2001 - Jun 2005
    Uk
    Emergency Paramedic with GMAS

Stuart Carter Skills

Insurance Income Protection Life Insurance Term Life Insurance Financial Advisory Risk Management Critical Illness Disability Insurance Financial Planning Business Insurance Personal Insurance Retirement Planning Wealth

Stuart Carter Education Details

  • Mentor Education
    Mentor Education
    Advanced Diploma Of Financial Services (Advdip Fp)
    View
  • Association Of Financial Advisers (Afa)
    Association Of Financial Advisers (Afa)
    Fellow Chartered Life Practitioner (Chlp)
  • Kaplan Business School
    Kaplan Business School
    Diploma Of Financial Services (Fp), Financial Planning
    View
  • St Edwards College Liverpool
    St Edwards College Liverpool
    A-Levels - School Edu

Frequently Asked Questions about Stuart Carter

What company does Stuart Carter work for?

Stuart Carter works for Sherrin Partners

What is Stuart Carter's role at the current company?

Stuart Carter's current role is Financial Adviser.

What is Stuart Carter's email address?

Stuart Carter's email address is sc****@****.com.au

What schools did Stuart Carter attend?

Stuart Carter attended Mentor Education, Association Of Financial Advisers (Afa), Kaplan Business School, St Edwards College Liverpool.

What skills is Stuart Carter known for?

Stuart Carter has skills like Insurance, Income Protection, Life Insurance, Term Life Insurance, Financial Advisory, Risk Management, Critical Illness, Disability Insurance, Financial Planning, Business Insurance, Personal Insurance, Retirement Planning.

Who are Stuart Carter's colleagues?

Stuart Carter's colleagues are Stef Keep, Michelle Millsom, Mitch Lethlean, Billy Oswell, Jack Hains, William Laskaris, William Sheahan.

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