Duane Stewart
Financial Adviser
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About
Duane Stewart is an ASIC-registered financial adviser based in North Adelaide, dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong academic foundation including Taxation Planning and Estate Planning qualifications from the University of Technology Sydney, and a Diploma of Financial Planning from the Financial Planning Association of Australia, Duane combines extensive knowledge with a practical approach. Further solidifying his expertise, Duane holds the esteemed Chartered Life Practice designation from the Asia Pacific Financial Services Association (APFinSA). As an active member of the Financial Advice Association of Australia (FAAA), he adheres to the highest ethical and professional standards. Duane is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client. He specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning, with expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice, including contribution strategies and fund selection • Comprehensive insurance reviews to protect your assets and family • Strategic wealth management, designed to grow your investments over time • Tailored retirement planning, ensuring a comfortable and secure future • Investment advice, covering a range of asset classes Ready to take control of your financial future? Contact Duane Stewart today for a personalised consultation and discover how expert financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Duane Stewart offer?
Duane Stewart specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Duane Stewart's qualifications?
Duane Stewart holds qualifications in Taxation Planning and Estate Planning from the University of Technology Sydney, a Diploma of Financial Planning from the Financial Planning Association of Australia, and the Chartered Life Practice designation from the Asia Pacific Financial Services Association (APFinSA).
What can I expect during my first meeting with Duane?
During your initial consultation, Duane will take the time to understand your current financial situation, your goals, and your risk tolerance. He'll then outline a tailored strategy to help you achieve your objectives, ensuring you are fully informed every step of the way.
How can financial planning benefit me?
Financial planning can help you achieve your financial goals, whether it's saving for retirement, buying a home, or protecting your family's future. A financial plan provides a roadmap to help you make informed decisions and stay on track.
Is Duane Stewart affiliated with any professional associations?
Yes, Duane Stewart is an active member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to ethical and professional standards.
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