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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, Investments - 4 min read

Are you aiming for financial security and comfortable retirement? The best thing you can do is to learn the basics of investing and set achievable, me...

Wealth, Investments - 4 min read

Having extra money left in your bank account each month may be a sign that you can invest more for your retirement, and that’s great news! Perhaps you...

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