Stewart has over 12 years' experience specialising with SMSFs, and over that time he has enjoyed seeing the changes in the governing rules and behaviours of trustees. The changes bring a greater level of complexity for all involved and this complexity is what he enjoys working through and finding the best possible outcomes for our clients.
Stewart Mortlock
Boxer
When not in the office, you can find Stew with his family, doing some type of outdoor activity or in a group boxing fitness session.
Stewart Mortlock
Senior Client Adviser
Stewart has over 12 years' experience specialising with SMSFs, and over that time he has enjoyed seeing the changes in the governing rules and behaviours of trustees. The changes bring a greater level of complexity for all involved and this complexity is what he enjoys working through and finding the best possible outcomes for our clients.
BIO
About Stewart
As a Senior Client Adviser at Altus Financial, Stewart specialises in working with trustees of self managed superannuation funds to assist them with their accounting and compliance needs. He works closely with the Altus directors on fund strategies and changes to SIS legislation to ensure we are getting the best possible outcomes for our clients.
On a personal level, he loves staying fit and being outdoors – going to regular group boxing fitness sessions and visiting the beach as much as possible.
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