LEAD PARTNERS - Key Persons
Job Titles:
- Key Staff Member
- Financial Adviser & Mortgage Specialist
He has proven to be a valuable asset to the advisers as a highly technical, efficient, and innovative Senior Paraplanner. Darren contributes to strategy development in additional to his administrative responsibilities, and has also been instrumental in elevating the design of our document templates.
In his spare time Darren is an avid record collector, audiophile, and motoring enthusiast.
When she's not in the office Jessica can be found Exploring new restaurants and bars, enjoying the sunshine at the beach and keeping up to date with her favourite sporting teams.
Jess is a dedicated and passionate associate adviser.
Founder Kevin Stewart takes a step back from financial advising and Senior Advisers Michael Stewart & Mark Stewart step up into more comprehensive roles in the business.
Job Titles:
- Director
- Key Staff Member
- Contributor to the CVP Investment Committee
Michael is an active contributor to the CVP investment Committee and is a member of the Financial Advice Association (FAA).
See what some of Michael's clients have said about him and the services he provides on the Adviser Ratings website.
Job Titles:
- Chartered Accountant
- Specialist
Teresa is an extremely experienced Chartered Accountant with over 25 years' experience in the SMSF industry.