PRACTICE Principal and senior FINANCIAL adviser
Masters of Business Administration (Finance), Bachelor Business (Accounting), Certified Financial Planner, Certified Member Responsible Investment Association of Australasia.
2016 Finalist Money Management Magazine, Financial Adviser of the Year
Uniquely for a financial adviser, Stuart has actual hands-on experience in the complexities of the global financial markets, having worked for 27 years for organisations such as ING, Westpac and Queensland Treasury Corporation. In his last role, he was based in Seoul as Country Manager for both South Korea and Japan, with responsibility for investment staff and operations in both locations.
Stuart has a Masters of Business Administration (Finance) and is also one of the few financial advisers around Australia to be certified by the Responsible Investing Association of Australasia for his ethical expertise. Stuart is also a Certified Financial Planner - which is the highest certification that can be awarded to a financial adviser.
He enjoys using this unparalleled depth of knowledge and experience to enable his clients to profit from his expertise, accessing smart investment choices and knowing they have a pro on their side.
To relax, he enjoys his daily cycle commute, being out in Tassie's natural environment and spending time with his family including four young children.
In addition to his busy family life and managing Tas Ethical, Stuart is President of the Tasmanian Land Conservancy, Treasurer for the South Hobart Sustainable Community, Board member for Tas Tex and also a Commissioner on the Tasmanian Liquor and Gaming Commission.
SENIOR FINANCIAL ADVISER
Practitioner Member - Association of Financial Advisers, Member Responsible Investment Association of Australasia, Diploma of Financial Planning.
In 2014, after an exhaustive search for a highly experienced financial adviser who appreciates and values ethical investments, Stuart was thrilled to have Anne join the Tas Ethical team. She is part of a small, but growing group of advisers in Australia who "get" that a happy healthy retirement needs not just good returns and advice, but investments supporting a strong community and a functioning environment.
Prior to joining Tas Ethical, Anne had 14 years experience as a small business owner and 9 years as a financial adviser. She and her husband Colin have been involved in the Tasmanian environmental community since the Franklin River Campaign in the 1980's. Anne has the mix of real life experience and financial expertise that gives her the ability to put herself in your shoes and then provide clear, simple and effective strategies set her apart from her peers.
CLIENT SERVICES MANAGER
Member - Association of Financial Advisers, Advanced Diploma of Financial Planning, Cert 111 Business Skills
Over Christine's eleven years with Tas Ethical, her incredible technical expertise, outstanding client service skills and eagle eye for detail helped us win two Vic/Tas business awards as well as our 2015 national excellence in compliance award. Christine excels at writing first class financial plans and sorting out all the complex issues our busy practice throws up.
With 26 years’ experience in financial management for small business, Helen brings to the practice a wealth of knowledge and experience to assist us to deliver excellence in client services.