About Stewart Brown Advisory
Industry-leading advice to help you reach your financial goals.
Stewart Brown Advisory is a full-service holistic wealth management company offering personalised services under its own Australian Financial Services License (AFSL 355134).
As well as being a registered Tax Agent, we are members of Financial Planning Association of Australia, CPA Australia, and SMSF specialists.

Who we are
Established in 2011, Stewart Brown Advisory has grown organically to have more than $660 million in funds under advice, with the majority of new clients referred from existing clients each year.
Our unique edge lies in providing tax-effective investment advice and we go beyond the standard 'one size fits all' approach. We specialise in creating innovative, tailored strategies and solutions to meet the specific needs of client’s goals and circumstances.
Stewart Brown Advisory has one simple objective - to ensure the work we do for our clients adds significant value to their lives.
Our vision is to be the most trusted professional advisor for Australian families creating and preserving significant wealth. Learn more about our Wealth Management Service.

91
Barron's Top 150 Financial Advisors 2024
Stewart Brown Advisory is a full-service holistic wealth management company offering personalised services under its own Australian Financial Services License (AFSL 355134).
As well as being a registered Tax Agent, we are members of Financial Planning Association of Australia, CPA Australia, and SMSF specialists.


91
Barron's Top 150 Financial Advisors 2024
Who we are
Established in 2011, Stewart Brown Advisory has grown organically to have more than $660 million in funds under advice, with the majority of new clients referred from existing clients each year.
Our unique edge lies in providing tax-effective investment advice and we go beyond the standard 'one size fits all' approach. We specialise in creating innovative, tailored strategies and solutions to meet the specific needs of client’s goals and circumstances.
Stewart Brown Advisory has one simple objective - to ensure the work we do for our clients adds significant value to their lives.
Our vision is to be the most trusted professional advisor for Australian families creating and preserving significant wealth. Learn more about our Wealth Management Service.
Trust
Our relationships with clients are based on honesty and integrity. We earn trust over the long term which empowers clients to be more confident in their financial decision-making, supporting them through the most important stages of their life.
Commitment
At the heart of our services is our unwavering commitment to clients. Stewart Brown Advisory understand every individual's financial journey is unique, and we're here to guide, advise, and support at every step. Personalised service is our hallmark.
Diligence
A proven and rigorous investment process underpins our approach to helping grow, manage and protect client wealth. That same level of diligence and care applies to how we service, communicate and respond to clients.