Our Team

Stuart Cruickshank
Partner, Private Client Adviser

Stuart has over a decade of experience as a financial adviser, beginning his career in an accounting firm before transitioning to work within both a privately owned business and the big four banks. With a strong background in various financial sectors, he brings a comprehensive perspective to his client relationships.

He is dedicated to delivering financial outcomes that align with his clients' personal values and goals. With extensive experience, he is adept at navigating complex financial structures and developing tailored strategies to help clients achieve long-term success. His specialty is retirement planning advice, helping clients secure a financial future that sustains their desired lifestyle.

Outside of work, Stuart enjoys spending time with his family, supporting his children in their activities, and fitting in a round of golf whenever possible.

Accreditations
  • Bachelor of Commerce (Economics and Management)
  • Advanced Diploma of Financial Planning
  • Ethics and Professionalism in Financial Advice
  • Specialist accreditation in SMSF
  • Certified Financial Planner (CFP)®
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Wollongong office