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Stuart Sheary

Stuart Sheary

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Followers of Stuart Sheary270 followers
location of Stuart ShearyGreater Sydney Area

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  • Timeline

  • About me

    Senior Technical Services Specialist

  • Education

    • UNSW Australia

      1999 - 2004
      Bachelor’s Degree Economics

    • UNSW Australia

      1999 - 2004
      Bachelor’s Degree Arts

  • Experience

    • Lifespan Financial Planning Pty Ltd

      Sept 2004 - May 2005
      Paraplanner

    • Bell Partners

      May 2005 - Aug 2006
      Paraplanner

    • BMF Asset Management and BMF International Asset Management

      Aug 2006 - Aug 2010
      Associate Adviser

    • Perpetual Limited

      Aug 2010 - Jul 2013
      Senior Paraplanner

    • Colonial First State

      Jul 2013 - Jul 2017
      Technical Analyst, FirstTech

    • Insignia Financial

      Jul 2017 - Oct 2024
      Senior Technical Services Manager

    • The Institute of Financial Professionals Australia

      Oct 2024 - now
      Senior Technical Services Specialist

  • Licenses & Certifications

    • SSA

      SMSF Association
      Sept 2024

    • Certified Financial Planner

      Financial Advice Association Australia (FAAA)