Your Team

At Stewart Partners, our key people are also the owners of the business, which ensures longevity and continuity in all our client relationships.
At least one director maintains a direct or close working knowledge of every client’s situation and strategy.
Beyond our team, we have access to a range of experts in Australia and overseas. This ensures we can develop a solution for any client issues we encounter.
Our stable team has exceptional professional insight drawn from a range of backgrounds and work experience.
Nigel Stewart – Chairman

Nigel has been a mainstay of the Australian financial services industry for more than 30 years and is a regular presenter at domestic and international conferences on financial and wealth management advice.
Nigel established Nigel Stewart and Associates Pty Limited in 1983, then merged the company with Potter Warburg Pty Limited in 1995 and was appointed Executive Director of SBC Warburg Australia Limited and in 1996 became Executive Chairman of Potter Warburg Pty Limited, a division of UBS. He started Stewart Partners Pty Limited in 1998. In 1994, he joined the board of DFA Australia Limited.
He has extensive experience in financial and investment markets, has a Graduate Diploma in Applied Finance and Investments from Financial Services Institute of Australasia (FINSIA), is a Fellow of FINSIA, a Foundation Member and a Fellow of the Financial Planning Association of Australia and a Fellow of the Australian Institute of Company Directors.
Nigel is currently enjoying a greater focus on his philanthropic interests, including assisting the East Timorese in education and health.
Rick Walker – Executive Director

Rick has enjoyed an expansive career in finance before joining Stewart Partners.
Rick’s current role is to manage the business and work directly with clients. Rick has a background in accounting and corporate valuations with Coopers & Lybrand / PricewaterhouseCoopers, investment banking with Westpac Institutional Bank and corporate finance at Qantas Airways Limited.
Rick has a Bachelor of Commerce from Macquarie University, a Graduate Diploma in Applied Finance and Investments from the Financial Services Institute of Australasia (FINSIA), is a Certified Practising Accountant (CPA) and a Certified Financial Planner (CFP®).
Rick enjoys a wonderful family life with his wife and three children and is passionate about the impact his role at Stewart Partners can have on the lives of his clients.
Joe Portelli – Private Wealth Adviser

Joe cares deeply about his family and clients and is an incredibly thoughtful and insightful wealth mentor.
Joe has been in the financial services sector for almost 20 years , and has extensive experience in portfolio construction, developing client strategies, superannuation, tax and estate planning. Before joining Stewart Partners, Joe spent 12 years with the global consulting firm Mercer, primarily as a Principal and Adviser to high net worth clients. He then joined ANZ Private Bank as the Senior Financial Adviser.
Joe is a Certified Financial Planner (CFP®), which is Australia’s highest designation for practicing financial planners and also holds a Bachelor of Economics from the University of Sydney. Joe is also an Accredited Specialist Member of the Self-Managed Super Fund Professionals Association of Australia (SPAA).
Having experienced some of the challenges wealth advisers can encounter in large financial organisations, Joe relishes his role at Stewart Partners in an environment that allows him to always put his client’s interests first.
Angelique Poulakas – Private Wealth Adviser

Angelique has been in the financial services industry since 1998; working at Ord Minnett, Nexia Court, Mercer and most recently at ANZ Private Bank. During her career she has gained exceptional technical knowledge and experience in developing financial strategies for high net worth clients.
Angelique has a Bachelor of Business Degree majoring in Finance from the University of Western Sydney and a Diploma of Financial Planning from Deakin University. She is currently working towards becoming a Certified Financial Planner (CFP®).
Melissa Kenyon – Client Service Officer

Melissa’s role is to assist our clients and advisers with advice implementation and office support. Melissa prides herself on her eye for detail and on delivering first class customer service.
Rachel Johnson – Office Manager/Executive Assistant

Rachel has extensive experience in the accounting and financial service industries. Rachel has developed particular expertise in the areas of compliance, information technology, and the effective operation of business administration.