StewartBrown Advisory

StewartBrown Chartered Accounting Firm

About

About StewartBrown Advisory

StewartBrown Advisory Pty Limited was established in 2011 and offers a personalised wealth management services under its own Australian Financial Services Licence (AFSL 355134). We are a team of skilled and experienced professionals dedicated to excellence in the provision of quality advice and client service delivered with integrity. We have no affiliations with any bank, fund manager, financial institution or insurance company. All our investment research is provided by independently owned research houses.

All our investment research is provided by independently owned research houses.
Our highly professional team are committed to building effective and responsive long-term relationships with our clients. Our investment portfolios focus on achieving attractive returns over the long-term. Portfolios are constructed to meet each individual client’s needs and we implement active asset allocation to reduce risk and increase returns.

Our point of difference is providing customised strategies and investment solutions. Our wealth advisers work closely with our business advisory and tax teams providing clients with holistic and personalised solutions. Our integrated approach delivers superior solutions as investment strategies and transactions are recommended after considering taxation and ownership structures. Taxes matter and as do investment and transaction costs. Our preference is to invest directly into attractively valued outstanding businesses without the use of expensive administration platforms.

Click here to view or download StewartBrown Advisory's Financial Service Guide (FSG).

Meet our principals

Amanda Lee

Amanda is the principal at StewartBrown Advisory and has more than 30 years’ experience providing financial, investment, superannuation and taxation advice to a broad range of clients. She has more than $200 million of client funds under advice, including many high net worth individuals and families.
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Amanda Lee - StewartBrown Advisory

Amanda Lee

StewartBrown Advisory

Bi-Chun (Peggy) Liang

Peggy is a principal at Stewart Brown Advisory and specialises in providing superannuation and investment advice over a broad spectrum of clients. With her investment analytic skills, she strives to help build investment portfolios that are more tailored for clients’ needs.
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Bi-Chun (Peggy) Liang - StewartBrown Advisory

Bi-Chun (Peggy) Liang

StewartBrown Advisory

Amanda Lee

Amanda Lee

StewartBrown Advisory


Amanda is the principal at Stewart Brown Advisory. With more than 30 years’ experience providing financial, investment, superannuation and taxation advice to a broad range of clients. She has over $200 million of client funds under advice, including many high net worth individuals and families.

Before establishing her own practice in 2003, Amanda gained experience in financial services having held senior positions with Hong Kong Shanghai Banking Corporation, American Express and as a Vice President at Bankers Trust, tailoring investment strategies for high net worth clients.

Amanda is an accomplished investor and business owner in her own right, having bought her first investment property at age 19, while an undergraduate student. Her property portfolio includes both residential and commercial properties; she also invests in shares, managed funds and has her own SMSF.

Amanda holds a Bachelor of Economics degree and is a certified financial planner, certified practising accountant, registered tax agent, a SMSF specialist adviser and a Justice of the Peace in NSW.

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Bi-Chun (Peggy) Liang

Bi-Chun (Peggy) Liang

StewartBrown Advisory


Peggy is a principal at Stewart Brown Advisory and specialises in providing superannuation and investment advice over a broad spectrum of clients. With her investment analytic skills, she strives to help build investment portfolios that are more tailored for clients’ needs.

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Sydney Office

StewartBrown
ABN: 63 271 338 023
Level 2, Tower 1,
495 Victoria Avenue

Chatswood, NSW, 2067
Tel: (02) 9412 3033
Fax: (02) 9411 3242
info@stewartbrown.com.au


StewartBrown Advisory Pty Ltd
ABN: 19 143 011 750
AFSL: 355134
Level 2, Tower 1,
495 Victoria Avenue

Chatswood, NSW, 2067
Tel: (02) 9412 3033
Fax: (02) 9413 4202
info@stewartbrown.com.au

Chartered Accountants

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