
Stuart White Cfp
I’m passionate about helping people make the most of their finances so they can reach their lifestyle goals.... | Greater Melbourne Area, Greater Melbourne Area, Australia
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Stuart White Cfp’s Emails st****@co****.net
Stuart White Cfp’s Phone Numbers No phone number available.
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Stuart White Cfp’s Location Greater Melbourne Area, Greater Melbourne Area, Australia
Stuart White Cfp’s Expertise I’m passionate about helping people make the most of their finances so they can reach their lifestyle goals. As a Certified Financial Planner, I have the experience and expertise to ensure that each of my clients can achieve financial success. I believe in empowering my clients with the financial knowledge, skills and confidence they need to make smarter decisions about their finances. I work closely with every client to tailor a personalised strategy that will maximise their financial position at each stage of life. While I’m experienced at helping clients at every stage of their financial journey, I’m particularly focused on supporting clients to plan for and enjoy their retirement. I can help you to: Maximise your super while you’re still working Put the right structures and strategies in place as you transition to retirement Set up an estate plan so that your assets will be passed on according to your wishes For new clients, I offer a free, no-obligation first meeting. To find out how I can help improve your financial situation, please call me on 1300 625 630. Stuart White is an Authorised Representative of Count Financial Limited ABN 19 001 974 625, AFSL 227232 (Count) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
Stuart White Cfp’s Current Industry Integritas Wealth Advisers
Stuart
White Cfp’s Prior Industry
Haden Partners
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Coghlans Accountants And Advisers
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Integritas Wealth Advisers
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Work Experience

Integritas Wealth Advisers
Director & Senior Financial Adviser
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Integritas Wealth Advisers
Director
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Coghlans Accountants And Advisers
General Manager - Financial Planning
Thu Nov 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Haden Partners
Senior Financial Planner
Tue Feb 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)