Meet the Team!

            SMSF Expert           

Stuart Fitzpatrick

CPA(FPS), CFP, SSA, QPIA

Director - Helping YOU to Build a Better Future!

Stuart has a Bachelor of Business (Accounting) Degree, and a Postgraduate Diploma in Financial Planning.
Stuart has extensive experience in all aspects of business and consumer finance, having been employed in the banking industry for over 20 years, has worked as an accountant and financial controller in the private sector, and has lectured in Banking and Finance at TAFE.

Stuart's Professional Qualifications Include:
- Certified Practising Accountant (Financial Planning Specialist)
- Certified Financial Planner®
- SMSF Specialist Advisor™

- Qualified Property Investment Adviser
- Authorised Representative 288994 of Interprac Financial Planning Pty Ltd, ABN 14 076 093 680 AFSL No. 246638.

stuart fitzpatrick excel financial advisors maitland

 

 

 

 

 

 

 

 

 

Heather Fitzpatrick

Office Administrator -

Heather, Stuart's better half, has worked in the banking industry, and in office administration functions in the cleaning, construction, wholesale and hospitality industries, and has a broad knowledge of office procedures. Heather is our Office Administrator, and is also involved with bookkeeping and administrative matters on behalf of clients.

Stuart and Heather have two children, Kate and Andrew, and two beautiful grand daughters, Lily and Ava. We have recently built our new office on our a small farm north of Karuah, where we raise beef cattle.