Senior Wealth Consultant
CurrentI help families to set meaningful and realistic financial goals then identify strategies and solutions that will assist them in reaching these desired outcomes.
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Stuart Lavender is listed as Senior Wealth Consultant at Finwell Group Pty Ltd, a with 9 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Stuart Lavender.
Stuart Lavender previously worked as Senior Property Consultant at Investors Direct Financial Group and Sales Consultant at National Builders Group. Stuart Lavender studied at Waitaki Boys High School New Zealand.
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I am a highly experienced Investment Consultant who has helped 100's of families to set and achieve their financial goals. In 2017 I began working for the Finwell Group where I took on the role of Business development manager.My role with the group is to meet with clients and help them understand what they would be able to do financially to achieve their financial goals. This would include reviewing their investment capacity, their superannuation, their insurances and their budget. Reviewing these areas helped many clients reach a much greater financial outcome. With a background in real estate stretching back to 1998 I have worked as Senior Sales Executive forAvonwood Homes, Zuccala Homes, Domain Homes, AV Jennings and National Builders Group. In 2011 Investors Direct asked me to join them as their Senior Property Consultant to assist their clients with investment properties. Being an experienced investor I pride myself on being honest and realistic with clients. In every property consult, I seek to begin with a very clear understanding of the client's needs, then works with them to find the most suitable property investment solution that will assist them to grow their wealth and secure their financial future.Key attributes• Providing an end to end customer service through the entire investment process• Identifying the right property solution using a specific value criteria • Identifying issues and finding solution to keep the investing process as smooth as possible• Negotiation skills• Property market knowledge knowing where to invest
Listed skills include Microsoft Excel, New Business Development, Selling, Investment Properties, and 15 others.
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I help families to set meaningful and realistic financial goals then identify strategies and solutions that will assist them in reaching these desired outcomes.
Other employees you can reach at finwellgroup.com.au. View company contacts for 9 employees →
Ben Lawrence
Colleague at Finwell Group Pty LtdGlen Iris, Victoria, Australia
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Byron Liang
Colleague at Finwell Group Pty LtdGlen Waverley, Victoria, Australia
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Tim Rickman
Colleague at Finwell Group Pty LtdGreater Melbourne Area, Australia
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Emma Schmidt
Colleague at Finwell Group Pty LtdWilliams Landing, Victoria, Australia
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Nqobile Nkunjana
Colleague at Finwell Group Pty LtdPretoria, Gauteng, South Africa
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Daniel Milne
Colleague at Finwell Group Pty LtdSydney, New South Wales, Australia
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Bernard Bartenbach
Colleague at Finwell Group Pty LtdMelbourne, Victoria, Australia
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Palesa Raboroko
Colleague at Finwell Group Pty LtdPretoria, Gauteng, South Africa
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Ethan Riley
Colleague at Finwell Group Pty LtdMelbourne, Victoria, Australia
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Finwell Group
Colleague at Finwell Group Pty LtdGreater Melbourne Area, Australia
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Stuart Lavender works for Finwell Group Pty Ltd.
Stuart Lavender is listed as Senior Wealth Consultant at Finwell Group Pty Ltd.
Stuart Lavender is based in Greater Melbourne Area, Australia while working with Finwell Group Pty Ltd.
Stuart Lavender has worked for Finwell Group Pty Ltd, Investors Direct Financial Group, and National Builders Group.
Stuart Lavender's colleagues at Finwell Group Pty Ltd include Ben Lawrence, Byron Liang, Tim Rickman, Emma Schmidt, and Nqobile Nkunjana.
You can use AeroLeads to view verified contact signals for Stuart Lavender at Finwell Group Pty Ltd, including work email, phone, and LinkedIn data when available.
Stuart Lavender studied at Waitaki Boys High School New Zealand.
Stuart Lavender is listed with skills including Microsoft Excel, New Business Development, Selling, Investment Properties, Real Estate Transactions, Residential Homes, Microsoft Word, and Property.
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