COVID-19 Topbar Image
Get our latest CRISIS advice & support - COVID -19 RESOURCE CENTRE - VISIT NOW
Talk With Us
  • Close

Request a Consultation

SENIOR CLIENT ADVISER / BOXER

Meet Stewart

Start a conversation
Connect with Stewart
Client Login

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.

Start a conversation
Connect with Stewart
BIO

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.

S
STEWART’S FEATURED CONTENT

Resources

Wealth - 6 min read

Weighed down by credit card debt? You’re not alone. In 2019, the average credit card balance in Australia was over $3,300, and a whopping $45 billion ...

Wealth - 6 min read

Prince Harry and Meghan Markle have declared their intention to forgo public funds and support their own lifestyle, and they’re not the only ones embr...

The Estate Planning Checklist

Don’t leave your estate to chance.

Estate Planning Checklist_Resources