Our team
Our team of wealth advisers, Stuart Bale and Mark Hudson have a combined expertise of over 40 years in the industry. They are supported by our Client Services Manager, Paraplanners and Administration Support staff.
Stuart (ASIC Authorised Representative Number 239702) is a Certified Financial Planner and has been providing financial advice to clients since 1991.
Stuart specialises in giving advice in the following disiplines:
- Wealth Creation
- Retirement Planning
- Debt Management
- Corporate Superannuation
- Personal Insurances
- Business Insurances
- Succession Planning
- Estate Planning
Stuart holds the following qualifications:
- Certified Financial Planner
- Bachelor of Commerce
Stuart is a member of the Financial Planning Association of Australia.
Mark (ASIC Authorised Representative Number 239766) has been providing financial advice to clients since 1991.
Mark specialises in giving advice in the following disciplines:
- Wealth Creation
- Retirement Planning
- Debt Management
- Corporate Superannuation
- Self Managed Super Funds
- Estate Planning
- Direct Equities
Mark holds the following qualifications:
- Bachelor of Commerce
- Chartered Accountant - Financial Planning Specialist
- Tribeca - Self Managed Super Funds
- KAPLAN - Direct Equities
Mark is a member of the Institute of Chartered Accountants.