Skip Navigation
JOIN

Adviser Profile

Stuart Holden

Green Associates

Stuart aims to provide client focused strategic financial planning advice to help clients navigate through all stages of life. He possesses extensive tax, financial and investment knowledge to design meaningful, easy to understand solutions to sometimes complex situations. He believes in the importance for his clients to fully understand the benefits behind the strategies he uses to help them achieve their goals.

Specialties

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required, with fees starting at $3,300. Additional costs may be payable in regards to the implementation of advice. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

Unit 2, 153 Racecourse Road, Ascot, QLD 4007

Office hours

Monday to Friday: 9:00am - 5:30pm



Stuart Holden is a representative of Charter Financial Planning Limited AFSL No. 234 665 ABN 35 002 976 294 and can be found on ASIC’s  Financial Adviser Register . Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.