Stuart Chan

Stuart Chan Email and Phone Number

Partner at Cutcher & Neale @ Cutcher & Neale
australia
Stuart Chan's Location
Greater Sydney Area, Australia
Stuart Chan's Contact Details

Stuart Chan work email

Stuart Chan personal email

n/a
About Stuart Chan

BCom, CA, G Dip FP, Dip FMB Management, MFAA Accredited MemberWorking closely with his clients to better understand their personal and financial circumstances, Stuart's aim is to help clients achieve their goals. Drawing on years of experience, Stuart enjoys explaining and implementing wealth creation strategies such as effective tax structuring and debt reduction whilst not losing sight of the important objective of protecting those hard earnt assets.Stuart takes a holistic approach with his clients allowing him to consider many aspects of clients' finances including their practice/business arrangements, investment strategies and retirement planning (including superannuation) and family considerations.Stuart has been with Cutcher & Neale since 2009 and is a Partner of our Specialist Medical Services division, providing specialised accounting and financial services to both medical and dental professionals, in addition to providing specialist advisory services to private clients and businesses.He is a regular presenter of training programs for professional organisations including the AMA (NSW), the AAPM and many other associations and medical colleges.Stuart's key areas of expertise include:* Business planning and strategic tax advice* Medical practice structuring* Tax-effective business and investment structuring* Practice acquisition and growth strategies* Debt restructuring and deductibility strategies* Estate planning and retirement strategies

Stuart Chan's Current Company Details
Cutcher & Neale

Cutcher & Neale

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Partner at Cutcher & Neale
australia
Website:
cutcher.com.au
Employees:
90
Stuart Chan Work Experience Details
  • Cutcher & Neale
    Partner
    Cutcher & Neale Jul 2017 - Present
    Sydney, Australia
    Working closely with his clients to better understand their personal and financial circumstances, Stuart finds great reward in seeing his clients achieve their goals through tailored wealth creation and preservation strategies.Stuart takes a holistic approach, allowing him to plan for all aspects of his clients’ personal finances including their practice/ business, investments and superannuation.He is a regular presenter of training programs for professional organisations including the AMA (NSW), the AAPM and other general and specialist medical associations.Key areas of expertise include:- Business planning and tax advice- Services to medical practitioners and dentists- Tax- effective business and investment structuring- Practice acquisition and growth strategies- Debt restructuring, management and deductibility strategies- Estate planning and retirement strategies
  • Cutcher & Neale
    Director
    Cutcher & Neale 2009 - Present
    Sydney, Australia
    Director of Cutcher & Neale Sydney, providing advice on - Business Structuring- Investment Structuring - Taxation Advice- Service to Professionals including Medical Practitioners and Dentists - Asset protection strategies- Estate & Retirement Planning, including SuperannuationStuart provides specialist financial advice for Medical Professionals and Private Clients
  • Next Financial Limited
    Associate - Private Wealth
    Next Financial Limited 2007 - 2008
    Sydney, Australia
    Private Client and Family Office advisory services on wealth management, tax strategies and investment solutions specialising in equities, derivatives, hybrid securities sophisticated lending, hedging and structured equity investment strategies.
  • Whk Horwath Sydney
    Associate Principal
    Whk Horwath Sydney 1997 - 2007
    Sydney
    Associate Principal providing specialist accounting and taxation advice to Private Clients, SME's and High Net Worth Family Groups with particular interest areas of structuring, retirement & estate planning.

Stuart Chan Skills

Not For Profit Private Client Wealth Management Tax Gst Estate Planning Investments Securities Retirement Planning Wealth Superannuation Financial Planners Private Clients Financial Advisory Financial Reporting Financial Analysis

Stuart Chan Education Details

Frequently Asked Questions about Stuart Chan

What company does Stuart Chan work for?

Stuart Chan works for Cutcher & Neale

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

Stuart Chan's current role is Partner at Cutcher & Neale.

What is Stuart Chan's email address?

Stuart Chan's email address is st****@****.com.au

What schools did Stuart Chan attend?

Stuart Chan attended Macquarie University, St Joseph's College Hunters Hill.

What skills is Stuart Chan known for?

Stuart Chan has skills like Not For Profit, Private Client, Wealth Management, Tax, Gst, Estate Planning, Investments, Securities, Retirement Planning, Wealth, Superannuation, Financial Planners.

Who are Stuart Chan's colleagues?

Stuart Chan's colleagues are Angus Oakford, Craig Offenhauser, Jace Pedonese, Paula Pullin (Vranken), Kristy Smith, John Vincent Santos, David Carpenter.

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