Stuart Fitzpatrick, Director
Stuart has a Bachelor of Business (Accounting) Degree, and a Postgraduate Diploma in Financial Planning and has worked in the financial services industry since 1980. 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 has lectured in banking and finance at TAFE, and has an extensive knowledge of issues affecting small and medium businesses. Stuart is a member of several professional associations, adhering to their codes of ethics and professional conduct.
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 Fitzpatrick, Business Manager
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’s background is in the banking industry, as well as 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. Connect with Heather on LinkedIn
Stacey Vella, Client Service Coordinator
Stacey joined us here at Excel 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, 4×4 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! Connect with Stacey on LinkedIn or behind the scenes on Excel’s Instagram
Kristie Burdekin, Client Service Coordinator
Kristie has recently joined us after moving from Moree late last year when her husband had a transfer for work. She is Stu’s off-sider and has fitted into her new role with ease. At Moree she was worked in the Town Planning department for Moree Plain Shire Council and is currently completing her Diploma in Town Planning.
Kristie must be organised, she has 3 children, littlest only just 2 and still manages to be at work on time and always with a big smile. Amongst other things, she enjoys camping and spending time with friends and family. Connect with Kristie on LinkedIn or behind the scenes managing Excel’s Facebook
Know someone wants work experience?
We are open to taking high school work experience students. Send us a message with the title “I can handle that view!” and a simple resume.
Check out where we are located, have a look around our website and let us know what you would most like to get out of a week or two with Excel. We love building futures, maybe we could help with yours?