Stuart Melbourne Email & Phone Number

Certified Financial Planner @ SBA Financial

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Stuart Melbourne's Location

Melbourne, VIC, AU

Stuart Melbourne's Work

Certified Financial Planner @ SBA Financial
Financial Planner | Director @ Phalanx Financial Services Pty Ltd
Financial Adviser @ LDB Group Australia

Finance Officer @ Bank Australia

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Stuart Melbourne's Education

Financial Planning Association
Certified Financial Planner (Financial Planning and Services)
2011 - 2013
Kaplan Professional
SMSF (Self Managed Superannuation Fund Specialist Qualification)
2011 - 2011
Kaplan Professional
Margin Lending & Geared Investments course (Financial Planning and Services)
2010 - 2010

RMIT University
Bachelor of Business in Financial Planning (Financial Planning)
2007 - 2010
FINSIA
Diploma of Financial Planning (Financial Planning)
2003 - 2005

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Stuart Melbourne's Skills

Life Insurance
SMSF
Estate Planning

Holistic Financial Planning
Personal Budgeting
Goal Setting
Investment Advisory
Finance
Gearing
Strategic Financial Planning

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Stuart Melbourne's Summary

Stuart Melbourne, based in Melbourne, VIC, AU, is currently a Certified Financial Planner at SBA Financial, bringing experience from previous roles at Phalanx Financial Services Pty Ltd, LDB Accountants & Advisors and mecu Ltd. Stuart Melbourne holds a 2011 - 2013 Certified Financial Planner in Financial Planning and Services @ Financial Planning Association. With a robust skill set that includes Life Insurance, SMSF, Estate Planning, Holistic Financial Planning, Personal Budgeting and more, Stuart Melbourne contributes valuable insights to the industry. Stuart Melbourne has 2 emails and 1 mobile phone number on RocketReach.