About Stewart Brown Advisory

Industry-leading advice to help you reach your financial goals.

Stewart Brown Advisory is a full-service holistic wealth management company offering personalised services under its own Australian Financial Services License (AFSL 355134).

As well as being a registered Tax Agent, we are members of Financial Planning Association of Australia, CPA Australia, and SMSF specialists.

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Who we are

Established in 2011, Stewart Brown Advisory has grown organically to have more than $660 million in funds under advice, with the majority of new clients referred from existing clients each year.

Our unique edge lies in providing tax-effective investment advice and we go beyond the standard 'one size fits all' approach. We specialise in creating innovative, tailored strategies and solutions to meet the specific needs of client’s goals and circumstances.

Stewart Brown Advisory has one simple objective - to ensure the work we do for our clients adds significant value to their lives.

Our vision is to be the most trusted professional advisor for Australian families creating and preserving significant wealth. Learn more about our Wealth Management Service.

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Years of wealth management advisory experience

91

Barron's Top 150 Financial Advisors 2024

Stewart Brown Advisory is a full-service holistic wealth management company offering personalised services under its own Australian Financial Services License (AFSL 355134).

As well as being a registered Tax Agent, we are members of Financial Planning Association of Australia, CPA Australia, and SMSF specialists.

Image
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0
Years of wealth management advisory experience

91

Barron's Top 150 Financial Advisors 2024

Who we are

Established in 2011, Stewart Brown Advisory has grown organically to have more than $660 million in funds under advice, with the majority of new clients referred from existing clients each year.

Our unique edge lies in providing tax-effective investment advice and we go beyond the standard 'one size fits all' approach. We specialise in creating innovative, tailored strategies and solutions to meet the specific needs of client’s goals and circumstances.

Stewart Brown Advisory has one simple objective - to ensure the work we do for our clients adds significant value to their lives.

Our vision is to be the most trusted professional advisor for Australian families creating and preserving significant wealth. Learn more about our Wealth Management Service.

Values Cards - Fixed Version
1

Trust

Our relationships with clients are based on honesty and integrity. We earn trust over the long term which empowers clients to be more confident in their financial decision-making, supporting them through the most important stages of their life.

2

Commitment

At the heart of our services is our unwavering commitment to clients. Stewart Brown Advisory understand every individual's financial journey is unique, and we're here to guide, advise, and support at every step. Personalised service is our hallmark.

3

Diligence

A proven and rigorous investment process underpins our approach to helping grow, manage and protect client wealth. That same level of diligence and care applies to how we service, communicate and respond to clients.

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StewartBrown
ABN: 63 271 338 023

Level 2, Tower 1,
495 Victoria Avenue
Chatswood, NSW, 2067

Tel: (02) 9412 3033
info@stewartbrown.com.au

Stewart Brown Advisory Pty Ltd
ABN: 19 143 011 750
AFSL: 355134
Level 2, Tower 1,
495 Victoria Avenue
Chatswood, NSW, 2067

Tel: (02) 9412 3033
sba@stewartbrown.com.au

Image

StewartBrown
ABN: 63 271 338 023

Level 2, Tower 1,
495 Victoria Avenue
Chatswood, NSW, 2067

Tel: (02) 9412 3033
info@stewartbrown.com.au

Stewart Brown Advisory Pty Ltd
ABN: 19 143 011 750
AFSL: 355134
Level 2, Tower 1,
495 Victoria Avenue
Chatswood, NSW, 2067

Tel: (02) 9412 3033
sba@stewartbrown.com.au

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