The Financial Planning Association of Australia The Financial Planning Association of Australia

Stuart Bates, CFP®


Name Stuart Bates, CFP®
Company Lifelong Wealth Pty Ltd
Address 24/670 Gympie Road
Lawnton, QLD 4501
Phone 0490088973
Mobile 0490088973
Website www.lifelongwealth.com.au

I am a Certified Financial Planner (CFP) and a partner of Lifelong Wealth.
I have been helping clients with their financial planning needs for 18 years and am continually expanding my valuable financial advice through academic studies and experience on the job across all aspects of Financial Planning. I feel empowered that my clients allow me to understand their needs, goals and objectives. I am passionate about holding strong relationships with my clients with open and honest communication.
In 2008, I obtained the Certificate Financial Planner (CFP), which is the highest level of education standard in my profession and is recognised internationally.
Financial advice is much broader than its traditional perception and that is why I thoroughly enjoy guiding my clients through each stage of their lives which encompasses a difference element of advice. My role is to effectively establish the appropriate strategy for clients.
I pride myself on enjoying life with my family and being an active member in the communities my children are involved in. As a family, we love sport whether participating, supporting or being a spectator. Travel is a significant interest we share as a family with the experiences it brings and being able to immerse ourselves in other cultures

< Prev Page