Stuart Westhoff Email & Phone Number

I provide thorough advice to ensure clients make sound financial decisions. I provide all levels of advice to retail and business clients from wealth accumulation through to retirement, including those clients with complex situations. An advocate of financial literacy and educating clients I have worked in financial planning since 1999 after spending six years as an accountant in tax and business services. I hold the internationally recognised Certified Financial Planner™ qualification, have completed a Diploma of Financial Planning, a Bachelor of Arts, and an Associate Diploma of Business. I also have specialist qualifications in Self Managed Superannuation Funds and Direct Equities. Having worked with SMSF clients for over 20 years, both as an accountant and now as a financial planner, I understand the requirements and needs of trustees and importantly how our services can enhance a SMSF. With superannuation and SMSF legislation constantly changing it is imperative for trustees to work with specialists in this area.

Listed skills include Superannuation, Investment Strategies, Retirement Planning, Wealth, and 12 others.