Brad Stewart

Certified Financial Planner

Brad has been a qualified financial planner since 1999 working for Hillross Financial Services for 6 years and then WHK/Crowe Horwath for 9 years in charge of the North Queensland Financial Planning division, before setting up his own business in 2014 to better serve clientele across the state into the future.

Brad has spent time on both a National Investment Committee board and a National Risk Insurance Committee board and been a part of North Queensland’s Emerging Leaders Program, and currently sits on a few boards for private companies. He manages over $300mil of clients investment monies under his direct advice.

Brad has a Bachelor of Commerce majoring in Accounting and Finance, a Diploma of Financial Planning and has completed the Graduate Diploma Certified Financial Planner program, awarding him the highest designation, Certified Financial Planner (CFP), by the Financial Advice Association Australia (FAAA - formerly FPA).

Brad likes to keep fit and healthy at the gym. As part of his psyche to continually improve and challenge himself, in June 2014 he completed his first (and still only) Ironman in Cairns/Port Douglas! These days for something a little more relaxing playing golf, tennis or snowboarding is his choice. Non-relaxing activities now revolve around his young daughter, Ellie who is already quite a handful!

I help people feel in control and comfortable with their finances and lifestyles whilst at the same time saving them the time and stress normally involved with managing financial investments.
— Brad Stewart