Often described as not your typical accountant, he has been providing financial advice to individuals since 1997 and in those 20 years has acquired a formidable range of expertise and experience including a specialisation in self managed superannuation. His background as a Chartered Accountant provides the Magnify team with the top level skills to guide clients through the more complex financial issues and arrangements.

Stan Moffatt (CA, CFP)

 

Senior Financial Adviser & Founder

Stan loves what he does and is passionate about the well-being of his clients. He specialises in financial planning and draws on his knowledge and experience to provide advice that is easy to understand and establishes a clear path forward.  

Qualifications

Chartered Accountant (CA)

Certified Financial Planner (CFP)

CA - Specialist Financial Planner

CA - Self Managed Superannuaiton Fund Specialist

Graduate Diploma in Applied Finance and Investment

Graduate Diploma in Advanced Accounting

GET IN TOUCH

We'd love to hear from you

Main Office:

Suite 6

618 Ruthven Street

(PO Box 3620)

TOOWOOMBA QLD 4350

Regularly travelling to:

142 High Street

STANTHORPE QLD 4380

07 4688 8000

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MagWealth (QLD) Pty Ltd,  ABN 85 616 916 851, trading as MAGNIFY Wealth is an authorised representative of Accession 3 Financial Advisers Pty Ltd  (Australian Financial Services Licence No. 331990).  All information and articles on this site are general in nature. They do not consider your personal circumstances. Please consult your financial adviser before acting. Liability limited by a scheme approved under Professional Standards Legislation.

 

Stan Moffatt is a member of the Chartered Accountants Australia and New Zealand.
The Chartered Accountants Australia and New Zealand logo is a trade mark of Chartered Accountants Australia and New Zealand and is used with permission