Meet the team

We have long believed that good advisers have a very unique set of characteristics – you must be technically astute, possess strong business acumen and above all, have a genuine desire to help people. Our advisers have a broad range of wealth management responsibilities, including asset management, administration, asset protection, tax structuring, and intergenerational wealth transfer. Our role involves a high level interaction with other specialist professionals, in particular tax accountants and estate planning specialists to ensure all relevant laws are considered in pursuit of your wealth management objectives.

 
 
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Nigel Stewart

Chairman                           


Nigel has been a mainstay of the Australian financial services sector for more than 35 years and is a regular presenter at local and international conferences on financial and wealth management. He established Nigel Stewart and Associates in 1983 then became Executive Chairman & CEO of Potter Warburg (UBS Wealth Management) in 1995.

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In 1994, he joined the board of Dimensional Fund Advisors (Australia). Nigel started Stewart Partners in 1998 and now continues as the Chairman of Stewart Partners.

Qualifications

  • Graduate Diploma in Applied Finance (FINSIA)
  • Accredited Investment Fiduciary (AIF®)
  • Fellow of FINSIA, FPA and AICD
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Joseph Portelli

Adviser


Joseph cares deeply about his clients and their families and is an incredibly thoughtful and insightful wealth mentor. Joseph has been in the financial services sector for over 20 years, and has extensive experience in portfolio construction, developing client strategies, superannuation, tax and estate planning.

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Before joining Stewart Partners, Joseph 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 a Senior Financial Adviser.

Having experienced some of the challenges wealth advisers can encounter in large financial organisations, Joseph, who is also a director of Stewart Partners, relishes his role in an environment that allows him to always put his client’s interests first.

Qualifications

  • Certified Financial Planner (CFP®)
  • Specialist SMSF Adviser (SSA®)
  • Bachelor of Economics (University of Sydney)
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Rick Walker

adviser


Rick has taken deliberate action during his career to work with Stewart Partners to pursue his passion of helping clients be financially successful on purpose.

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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 enjoys a wonderful family life with his wife and three children and is passionate about the impact that Stewart Partners can have on the lives of clients.

Qualifications

  • Certified Financial Planner (CFP®)
  • Certified Practising Accountant (CPA)
  • Bachelor of Commerce (Macquarie University)
  • Graduate Diploma in Applied Finance and Investments (FINSIA)
 
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Michael Smith

Operations manager


With over 30 years of experience in Financial Services both in Australia and the UK covering Banking, Treasury, Investment and Fund Accounting as well as Client Service, Mike joined Stewart Partners in December 2015 as Operations Manager.

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He manages the operational aspects in support of the Stewart Partners advice team.

Qualifications

  • Certified Practicing Accountant (CPA)
  • Fellow of FINSIA
 
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Brendon Vade

Adviser


Brendon is an Adviser at Stewart Partners, having previously worked in the wealth management arm of a chartered accounting firm, one of the major financial services institutions, and a privately owned national financial planning business. He enjoys the privilege of looking after whole family groups across generations.

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He has a comprehensive understanding of tax structures and advanced technical strategies for Self-Managed Super Funds.

Outside of work, Brendon has a strong interest in the growing arena of Social Enterprise – organisations which blend the traditionally separate worlds of capitalism & philanthropy. He also enjoys playing guitar and the occasional game of golf.

Qualifications

  • Certified Financial Planner (CFP®)
  • Specialist SMSF Adviser (SSA®)
  • Bachelor of Business Administration (Macquarie University)
 
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Toni Taylor 

Adviser


Toni joined Stewart Partners in late 2015, relocating to Sydney from London where she worked for 6 years with a leading advisory firm. Toni is a talented adviser and takes great satisfaction in providing exceptional client service, with a particular interest in streamlining internal processes through technology.

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Outside of work, Toni is a qualified yoga instructor and enjoys spending time exploring Sydney and Australia.

Qualifications

  • Diploma of Financial Planning (Australia)
  • Bachelors degree in Financial Services (Bournemouth University UK)
 
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Peter Beins 

Adviser


Peter is an Adviser with Stewart Partners with over 10 years experience in the wealth management industry. Peter enjoys working with clients to develop suitable and effective advice to achieve personal, family, business and philanthropic goals.

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Peter is a strong advocate for an over-arching strategic approach to financial advice that considers the broader implications of a client’s circumstance as the key to sound advice.

Implicit in the holistic approach to financial advice, is the value brought to bear in working with other professionals (accountants, lawyers, bankers, estate planning specialists) to balance competing factors and formulate effective, enduring solutions.

Peter is married with three teenage children. He enjoys tennis, ocean swimming, the occasional half-marathon and is an ardent rugby follower.

Qualifications

  • Graduate Diploma of Financial Planning (FINSIA)
  • Master of Business Administration (UTS)
  • Bachelor of Engineering (University of NSW)
  • Fellow of FINSIA
 
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Antony Selby

adviser


Antony began his career in finance at Schroders Australasia in 1999. Previously an adviser at Switzer Advisory, and having worked for both larger institutions and smaller boutique practices, he has a reputation for being reliable, genuine, trustworthy and loyal to his clients, colleagues and family.

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Antony loves the challenge that comes with supporting clients and their families through the complex transitions in their lives. He believes only by understanding his clients’ experiences, concerns, preferences, customs, and behaviours with respect to money, is a well-conceived decision-making framework and a positive investment experience likely to emerge.

Having lived in Tianjin, China for several years, Antony is a fluent Chinese Mandarin speaker. Outside of work, Antony is married with two daughters with whom he spends as much of his time as he can. He also loves swimming and music.

Qualifications

  • Certified Financial Planner (CFP®)
  • Masters of Commerce (Western Sydney University)
  • Bachelor of Business (University of Technology, Sydney)
 
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Suzie Petranovic

Client Service

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Brenda Lennon

Client service