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Excel Financial Advisors Pty Ltd

Wealth Creation & Management - Karuah (New South Wales)
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Business Address: 1270 The Branch Lane Karuah NSW 2324

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Description
Our philosophy is simple we exist to help our clients build a better future. What this means for each client will be different, and therefore the way we help our clients will vary.

About Excel Financial Advisors
Excel Financial Advisors is a small multi-disciplined regional accounting and advisory firm located in the Port Stephens / Hunter Valley area of NSW.
Our client base consists of small businesses, self-funded retirees and individual clients. We assist our clients with their business and personal tax compliance needs, as well as providing business advice, financial planning and mortgage broking services.
From the day we kicked off our business we knew we wanted to help clients with more than just their compliance work we wanted to do more than write-up history, we wanted to help our clients to create their better futures.

What Other Professionals say about us
"Stuart and Heather of Excel Financial Advisors have the most customer-centric approach to what they do. They treat all their clients as if they are members of their family and the advice given reflects this. Stuart will take all the time necessary to explain everything and to make sure everything is understood. To be a client of Excel is to know you are being looked after by people who care about you."
Tony
Senior Equity Adviser
29 March 2016

"Stuart is an expert in the self managed super area and has been extremely proactive in structuring my super fund so as to minimize taxes and maximize return. As a qualified accountant myself I have enormous respect for Stuart's skills which are enhanced and maintained by regular ongoing professional development. "
Byron
Accountant (retired) Grammar School, Sydney
11 February 2016

"Have to say, I hope your clients realise how lucky they are to have an accountant who is so meticulous and cares so much about their work. You are definitely a favourite of mine!!!"
Jo Heighway
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Qualifications
  • Certified Financial Planner
  • ACCOUNTANT AND TAX AGENT
Certifications
  • Registered Tax Agent
  • Certified Financial Planner CFP

Business contacts: Stuart Fitzpatrick

In business since: 2004

Number of staff: 2-10

Type of clients: Private, Sole trader, Partnership, Local company

Australian Business Number (ABN): 97101135942

Qualifications and certifications: CPA, CFP, SSA,

After-hour services available: Yes

Payment options: Cash, Direct Deposit, Credit Card

Trading times: Monday - Friday

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