Our Advisers are professionally qualified, highly experienced and properly authorised to advise on your financial and investment needs.

Ongoing education and development for all Advisers is part of the Stonehouse culture. Our training programs surpass the strict ASIC requirements and each Adviser keeps routinely informed on changes to economic, legislative and investment market conditions.

Each Adviser is also a member of the Stonehouse research and Investment Committee. What this means is that our Advisers have an excellent knowledge of the investment and insurance products recommended to you.

Stonehouse Advisers specialise in advice in the following areas of financial planning:

• Superannuation, including Self Managed Super Funds;
• Retirement planning;
• Wealth creation;
• Tax minimisation;
• Estate planning;
• Debt management; and
• Wealth protection, including life, disability and critical illness insurances.

Stonehouse Advisers are licenced to provide financial advice in relation to the following classes of financial products:

• Managed investment trusts;
• Superannuation products;
• Securities
• Deposit products;
• Non-cash payment products;
• Government Debentures, Stocks & Bonds;
• Personal insurances;
• Retirement Savings Account products;
• Retirement income streams.