Stuart Copeland
A firm believer in the importance of getting the strategic foundations right, Stuart Copeland loves helping clients map out their big goals and objectives and implement a strategy that is tailored to their personal circumstances.
An expert financial planner with over 10 years’ experience in the financial services industry, Stuart is committed to developing lasting and authentic relationships that provide his valued clients with financial peace of mind.
Stuart collaborates with accountants, legal advisers and, to ensure all aspects of a client’s financial strategy are part of the big picture.
A Chartered Financial Analyst and SMSF Specialist Advisor with a Masters of Applied Finance and Investments, Stuart is well versed in wealth creation strategies that set you up for a bright financial future.
Stuart provides assistance in all areas of financial planning and specialises in the following advice areas:
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The Planning Room make me feel like I am their only client! Service above and beyond expectations and nothing too much trouble. They look after all of our needs and do it all with a really positive outlook and a smile.
Melissa
The Planning Room has so much knowledge in all things financial and somehow manages to makes it fun! I always look forward to catching up. Highly recommended.
Maggie
The Planning Room are absolute legends! They have helped me and my family for many years now. My life changed for the better the day I met Neil and I recommend him and his team to as many people that I can.
Peter
I have found Neil and the team at The Planning Room the perfect partners when it has come to securing and protecting my financial future. They have ensured decisions made have been based on my needs, both personal and financial. A great comfort.
Grant
The Planning Room are incredibly helpful and knowledgeable on all things financial and investment. Anytime my husband and I have dealt with them, they made it easy to understand as well as making it fun, no question left unanswered!
Holly
I have used The Planning Room for many years and they are highly skilled in all things financial. They are extremely trustworthy and I would have no hesitation in recommending them.