The business of RD Stewart &' Associates has evolved from the dedication of its founder and principal Ross Stewart.

 

Ross began his career as a Mechanical Engineer, six years of which were served on the Sydney Opera House, before pursuing a successful career, spanning several decades, in the Life Insurance industry.

 

Just as Ross brought his dedication, energy and commitment to the insurance industry when he joined Norwich Union in 1977, he now brings these qualities and his years of experience to you as an Estate Planner.

 

Ross’s continual devotion to providing his clients with the appropriate benefits to meet the needs of their estates in the event of early death, disablement or of early retirement has led his agency and associates to the very pinnacle of his industry.

 

Over the past two and a half decades, the agency has been recognised with several industry (both corporate and individual) awards. ' These successes have been acknowledged by other complimentary professional groups in that they have formed strategic alliances with us, in order to compliment and also refer new business to Ross.

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Having completed 41 years in the Financial Services Industry Ross Joined the Beacon group of Companies. He has successfully completed modules 1, 2, 3, 4, 6,7 & 8, diploma of financial planning via the Deakin University Course designed for the financial services industry and continues to maintain all the compliance standards and education required by industry regulation.

 

As a result, this combined and refined experience is now channelled into providing those clients whose profile fits: with a complete Estate Planning Service.

 

Accordingly, this requires the skill, experience, knowledge, know-how and combined joint venture involvement of experienced, qualified accountants, lawyers, financial planners, finance brokers and risk management specialists.