Stuart Wemyss
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Stuart Wemyss is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals. With a strong educational foundation including a Bachelor of Commerce from Deakin University (1996), a Professional Year with Chartered Accountants Australia & New Zealand (1999), a Graduate Diploma of Applied Financial & Investment from the Securities Institute of Australia (2001), a Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Mortgage Broking), Stuart possesses the knowledge and experience to provide comprehensive financial advice. Stuart is a member of Chartered Accountants Australia and New Zealand (CA ANZ), MFAA and PIPA, demonstrating his commitment to upholding the highest professional standards. Authorised to advise on a wide range of financial products, Stuart can assist with superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Stuart today to arrange a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does Stuart Wemyss offer?
Stuart offers a comprehensive range of services including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He tailors his advice to meet your individual needs and financial goals.
What qualifications does Stuart Wemyss have?
Stuart holds a Bachelor of Commerce, a Professional Year from Chartered Accountants Australia & New Zealand, a Graduate Diploma of Applied Financial & Investment, a Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Mortgage Broking). He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ), MFAA and PIPA.
What is the process for becoming a client of Stuart Wemyss?
The process typically begins with an initial consultation to discuss your financial situation, goals, and objectives. From there, Stuart will develop a tailored financial plan that addresses your specific needs. Regular reviews and ongoing support are also provided to ensure your plan remains aligned with your evolving circumstances.
What can I expect when working with Stuart Wemyss?
You can expect a professional, personalised, and transparent service. Stuart is committed to building long-term relationships with his clients based on trust and mutual respect. He will take the time to understand your unique circumstances and provide clear, easy-to-understand advice.
Does Stuart Wemyss provide advice on superannuation?
Yes, Stuart is authorised to provide advice on superannuation, including strategies for maximising your superannuation benefits and planning for retirement.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.