Senior Partner

Overview And Experience

Michael Stewart

A dedicated, enthusiastic and experienced Senior Adviser, with over 20 years experience.

Michael’s enthusiasm for his work is highly evident from the first time a client meets with him. He is passionate, committed to his work and often goes the ‘extra mile’, taking pride in finding effective solutions for his clients financial issues.

Michael is well versed in an array of financial disciplines and specialises in solving complex issues in areas including Self-Managed Superannuation Funds, tax, retirement planning and risk management primarily for business owners and high net worth professionals.

Michael is an active contributor to the CVP investment Committee and has memberships with both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA).

Due to Michael’s extensive industry experience and involvement, he has had involvement in many external Investment and Insurance Advisory Boards of somple highly regarded investment and insurance providers.

Outside of work, Michael is keen on sports such as cycling and tennis. Often the ‘life of the party’, he enjoys entertaining with family and friends and is a devoted father to his five children.

See what some of Michael’s clients have said about him and the services he provides on the Adviser Ratings website.

You Deserve The Best

over 20 years in the industry

Scroll to Top