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SENIOR CLIENT ADVISER / BOXER

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Stewart Mortlock

Senior Client Adviser

Stewart has over 12 years' experience specialising with SMSFs, and over that time he has enjoyed seeing the changes in the governing rules and behaviours of trustees. The changes bring a greater level of complexity for all involved and this complexity is what he enjoys working through and finding the best possible outcomes for our clients.

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About Stewart

As a Senior Client Adviser at Altus Financial, Stewart specialises in working with trustees of self managed superannuation funds to assist them with their accounting and compliance needs. He works closely with the Altus directors on fund strategies and changes to SIS legislation to ensure we are getting the best possible outcomes for our clients.

On a personal level, he loves staying fit and being outdoors – going to regular group boxing fitness sessions and visiting the beach as much as possible.

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STEWART’S FEATURED CONTENT

Resources

Wealth - 6 min read

If you’ve listened to financial podcasts or read personal money management books, you’ve most likely heard about emergency savings. The idea is simple...

Wealth - 6 min read

Looking back, do you wish you had started setting financial goals earlier in your life? Many of us had to learn financial lessons the hard way, but if...

The Estate Planning Checklist

Don’t leave your estate to chance.

Estate Planning Checklist_Resources