Knowledge IQ advisers have a commitment to high quality, client focused advice recognised by consecutive awards for providing leading advice.
PARTNER & SENIOR ADVISER
PARTNER & SENIOR ADVISER
PARTNER & SENIOR ADVISER
CLIENT SERVICES MANAGER
Stewart is the eldest of four children and was raised in the beautiful beach side suburb of Killcare Heights.
Stewart has been a financial planner in a small boutique firm since 2003.
He has held a diverse range of previous career roles from his first job at McDonalds to the NSW Police Force.
Stewart believes that the client experience is all about long term relationships and a service that extends beyond finances.
Stewart’s primary responsibility is to develop and review his client’s needs and objectives to ensure they meet their financial and lifestyle goals.
It is important to remember that someone’s sitting in the shade today because someone else planted a tree a long time ago.
As an accounting graduate and seasoned businessperson, I bring deep real‑world expertise and trusted credibility to help everyday Australians build secure, comfortable financial futures. With 23 years’ experience as a financial planner, I understand the unique worries, hopes and practical priorities that come with later‑life planning — especially for older Australians wanting peace of mind for their retirement, family and later years.
PHILOSOPHY
I believe financial planning is first and foremost about listening. Over more than two decades working with clients, including many retirees and older Australians, I take the time to hear your concerns, personal circumstances and what matters most to you, rather than applying one‑size‑fits‑all solutions.
My care extends well past the first meeting. I stay alongside you through every stage of your financial journey: regular reviews, clear‑spoken guidance, ongoing support and adjustments as your life changes — whether you are planning for retirement, managing Centrelink concerns or aged‑care considerations, protecting your assets or looking after your loved ones. I aim for calm, confident outcomes so you can enjoy greater financial security.
PERSONAL LIFE
I have been a volunteer financial adviser through Cancer Council Pro Bono Program for almost 20 years, helping patients navigate the practical side of financial planning during difficult health chapters.
I understand firsthand the complexities of caring for ageing parents, which has given me genuine empathy for the financial pressures many older families face.
I am happily married with a daughter who has just grown out of her teenage years. In my spare time, I love cooking, baking, and hosting family and friends – valuing connection, comfort, and the simple joys of life.
Founder and Director of two thriving businesses, Paul understands the reality of strategic financial advice tailored to meet the needs of every individual. Paul has a unique approach to financial advice, coupling his decades of business coaching experience with financial planning.
Paul was born in County Tipperary, Ireland. He has travelled widely around his home country and Europe, before settling in Australia in 1988.
Paul’s philosophy is built on customer service, providing solutions that help deliver financial freedom. When you visit Paul your circumstances will get the undivided attention they deserve so that the best, personalised financial solutions are achieved for you and your family. Paul is an expert in superannuation, retirement planning and investing during uncertain times. I’m passionate about motivating people to take control of their financial future.
“A journey of a thousand miles begins with a single step”
Jade is an only child, born and raised in Wollongong.
Her career began in the financial planning sector in 2005 and has not looked back since.
Strongly believe in doing the best I possibly can for clients and meeting their expectations.
