Our Team
Ryan Stewart
Financial Advisor
About
About
Ryan is our Financial Advisor for Montara Wealth and has joined with 5 years’ experience in Customer Success.
Ryan is authorised to give personal financial advice under the Montara Services Pty Ltd (Australian Financial Services Licence number 526747). His ASIC Authorised Representative identification number is 1317360. In his role he outlines strategies personalised to each client, and then with the assistance of the Montara Wealth team, help clients implement their strategy for the best long-term results.
Experience
Along with the team, Ryan provides strategy based holistic advice to his clients, focusing on their goals and aspirations! The unique financial modelling process Montara Wealth undertake, provides their clients the clarity and confidence to move forward with their financial decisions.
Other business and personal interests
On the weekend you can find Ryan cycling or running around Sydney, camping on the east coast, trying a new restaurant, or catching up with friends.
Education
He holds a Masters of Analytics from University of New South Wales, a Bachelor of Commerce majoring in Finance and Accounting from the University of Wollongong and a Graduate Diploma of Financial Planning.
How is Ryan paid?
Ryan is remunerated by salary & bonus.
Fees
All fees are paid to Montara Wealth Pty Ltd. If personal advice is provided to you, specific details of fees or commissions will be outlined in the Statement of Advice and can be requested at any time. We have a transparent fee structure to give our customers confidence that they are getting value for money.
meet the team
