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.
Heather, Stuart's better half, is our Business Manager and is also involved with bookkeeping on behalf of our clients, and general assistant to Stuart.
Heather has previously worked in the banking industry, as well as office administration functions in the cleaning, construction, wholesale and hospitality industries, and has a broad knowledge of office procedures.
Stuart and Heather have been happily married for 30 years and have two children, Kate and Andrew, as well as two beautiful grand daughters, Lily and Ava. When they're not working in the office, Heather and Stuart spend as much time as they can with their family and friends, travelling, or catching up on jobs on their farm, Warreen
, where the office is also located.
Melissa has a Bachelor of Commerce (Accounting) Degree and is involved with the taxation and accounting aspects of the business. Melissa started working with us in 2004 and took a break from work in 2011 to start a family. After five years break from work whilst caring for her two daughters Cassie and Aimee, Melissa resumed working with us again in 2016.
Melissa has previously worked in office administration and property management roles in the real estate industry and is originally from Karuah, relocating to Tea Gardens in 1998.
When not in the office Melissa enjoys spending time with her daughters, family and friends. She also enjoys travelling, cooking and swimming.
Client Service Coordinator
Stacey is the latest member to join us here at Excel, starting with us at the end of 2017, after deciding on a life changing career move, and hasn't looked back since.
Originally from the Murray River area, Stacey relocated to Karuah in 2005. Not long afterwards she met Scott, the man who would become her future husband, and they've now been married for a few years. Together they have 2 active young boys, Riley and Noah, and remain within the area.
When not hard at work, Stacey enjoys spending time sewing, travelling, 4x4 and camping, and now being able to spend weekends with her family. She also is a major fan of Elmo's Corner
; Be sure to keep a look out for it on your drive to the Office!