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
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
CERTFIFIED FINANCIAL PLANNER® (CFP®)
Chartered Accountant (CA)
CA - Specialist Financial Planner
CA - Self Managed Superannuaiton Fund Specialist
Graduate Diploma in Applied Finance and Investment
Graduate Diploma in Advanced Accounting
Interested in catching up with Stan?
Contact Kristy to discuss your no obligation appointment today:
kristy@magnifywealth.com.au 07 4688 8000