Qualified Financial Planner
Stuart Geyer is a Financial Planner and Founder of Step Up Financial Solutions. Stuart has worked for over 30 years in the Insurance and Finance Industry and brings a wealth of knowledge and experience.
An authorised representative of Matrix Planning Solutions Ltd, he is a member of the Financial Planning Association, and holds qualifications in:
⇒ Advanced Diploma of Financial Planning
⇒ Diploma of Financial Services (Finance / Mortgage Broking)
⇒ Tier 1 Margin Lending – Personal Advice
⇒ Self Managed Superannuation
⇒ Direct Equities
ASIC Authorised Representative #1249784
Stuart is based at head office in Albury / Wodonga and services Southern NSW and Victoria. Services are available Australia Wide.
Fill out the form below and we will get in touch to discuss how we can take you and your business further.
Step Up Financial Solutions Pty Ltd ACN 613 926 515 is a Corporate Authorised Representative (No. 1249784) of Matrix Planning Solutions (ABN 45 087 470 200 AFSL and ACL No. 238256).