LIFETIME FINANCIAL GROUP - Key Persons
Job Titles:
- Principal & Senior Financial Planner
Hugo re-joined LifeTime Financial Group in 2007 having completed his degree (double major in Economics & Finance from Melbourne's RMIT University) and has accumulated more than 15 years' experience in the financial planning industry to date.
Hugo shares his passion for financial strategy with clients in an engaging and easy to understand way continuing his commitment to provide open and honest advice focusing on client's best interest.
Drawing on many years of experience and education Hugo partners with his clients ensuring clarity of goals with meaningful outcomes while providing unaligned, fee for service advice.
Hugo was awarded Advice Evolution's Adviser of the Year in 2016 & again in 2017 which recognises Hugo's outstanding commitment to his clients, the financial planning industry & his local community.
He holds a Bachelor of Business degree in Economics & Finance, a DipFS in Financial Planning and is a senior financial adviser, being an authorised representative of Advice Evolution.
Hugo also plays a major role in the management and development of LifeTime Financial Group and is committed to harbouring an engaging environment, not only for clients but for the business's fantastic staff.
Hugo also holds a seat on the board of Advice Evolution, a boutique Australian Financial Services Licensee (AFSL), with a growing national footprint of high-quality financial advisers. Advice Evolution (AE) offers a refreshing alternative to the institutionally-owned financial planning licensee model, including equity and control to its advisers.
Stuart has worked within the financial planning industry since 2005 and as a financial adviser since 2008 across several financial planning businesses.
A well qualified financial adviser, Stuart is a 'Certified Financial Planner' (CFP®) who holds a 'Bachelor of Business' (double major in Economics & Finance), 'Diploma of Business' (Banking & Finance), 'Advanced Diploma Financial Services' and 'Diploma of Financial Services'.
As a trusted adviser, Stuart provides a 'best of breed' advice approach which is driven by a client's core values which gains a deep understanding and valuable insight of their priorities and those most important to them. This client centric approach provides meaningful outcomes for clients to achieve what is truly most important to them.
Job Titles:
- Melbourne Based Financial Planner
- Senior Financial Planner
A superb support team is the cornerstone of our ability to deliver exceptional services and outcomes to you, our clients. Largely local, our team has developed strong close relationships with our clients over many years and fully understand the complexities and intricacies of the services and advice we offer.
Whilst planners are often seen as the "face" of the business, our clients recognise and are comfortable with keeping in close contact with our team about their day to day needs, often raising important matters during those conversations.
Our staff bring years of industry qualifications and experience to their roles, ensuring your experience is smooth and pain free.
Stuart has worked within the financial planning industry since 2005 and as a financial adviser since 2008 across several financial planning businesses.
A well qualified financial adviser, Stuart is a 'Certified Financial Planner' (CFP®) who holds a 'Bachelor of Business' (double major in Economics & Finance), 'Diploma of Business' (Banking & Finance), 'Advanced Diploma Financial Services' and 'Diploma of Financial Services'.
As a trusted adviser, Stuart provides a 'best of breed' advice approach which is driven by a client's core values which gains a deep understanding and valuable insight of their priorities and those most important to them. This client centric approach provides meaningful outcomes for clients to achieve what is truly most important to them.
Thomas has been providing high-quality boutique advice directed at building and protecting the wealth of many successful clients and their families for over 15 years.
Thomas' experience, knowledge and intuition provide clients with the insight and direction to make informed decisions for their future with comfort, knowledge and direction among common client outcomes.
A testament to Thomas' client-centric advice and service are the referral of family, friends and colleagues of existing clients.
Thomas holds a Fellow Chartered Financial Practitioner (FChFP) with the Association of Financial Advisers (AFA) as well as an Advanced Diploma of Financial Planning and a Diploma of Banking & Finance.