Stuart McDonald Email
Principal @ True North Wealth
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Stuart McDonald Location
- Chatswood West, NSW, AU
Stuart McDonald Work
- 2020 -now Principal @
- 2017 -2020 Principal @ NAB Financial Planning Chatswood Central Pty Ltd
- 2012 -2020 Financial Adviser @
- 2010 -2011 Financial Adviser @
- 2009 -2009 English teacher @
- 2006 -2009 Financial Adviser @
- 2004 -2005 Trade Settlements @
Stuart McDonald Education
- CFP®
Certified Financial Planner - CFP® (Financial Planning and Services)
2013-2015 - ASIC - Australian Securitys & Investment Comission
(Advanced Diploma in Financial Planning - ADFS (FP))
2005-2008 - University of Otago
BCom (Finance, IT)
2000-2003
Stuart McDonald Skills
- Wealth Management
- Wealth
- Budgeting
- Investments
- Tax
- Life Insurance
- Estate Planning
- Financial Advisory
- Budgets
- Business Strategy
- Insurance
- Strategic Financial Planning
- Banking
- Superannuation
- Financial Planning
- Retirement
- Finance
- Pensions
- Portfolio Management
Stuart McDonald Summary
- Stuart McDonald, based in Chatswood West, NSW, AU, is currently a Principal at True North Wealth. Stuart McDonald brings experience from previous roles at NAB Financial Planning Chatswood Central Pty Ltd, National Australia Bank, Three Sixty Financial Inc and LANGROW. Stuart McDonald holds a 2013 - 2015 Certified Financial Planner - CFP® in Financial Planning and Services @ CFP®. With a robust skill set that includes Wealth Management, Wealth, Budgeting, Investments, Tax and more. Stuart McDonald has 1 emails on RocketReach.
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