At Stewards Capital Group, we bring ambition and alignment to your financial world; coordinating your advisers, integrating tax and insurance frameworks, and crafting a multi pronged, systematic investment strategy designed to drive meaningful progress and secure your future. When every expert works in harmony, your wealth grows stronger, your opportunities expand, and your goals become achievable.
We’ve been down a few dry gullies, we’ll make sure you don’t.
Andrew Robb – Non-Executive Chairman
Private Wealth Management
Stewards Capital Group provides a wide range of wealth management services ranging from advisory to investment services.
Our Expert Team
TOM ROBB
Managing Director and Advisor
After 17 years in foreign exchange and treasury, Tom moved in 2018 into personal financial planning and investment advice for high‑net‑worth individuals, families and foundations. He holds a Bachelor of Economics from Macquarie University and a Master of Financial Planning from Kaplan. Tom is an ASIC‑registered Retail and Wholesale Adviser (No. 1233892), a registered Tax (Financial) Adviser, a member of the Association of Independently Owned Financial Professionals (AIOFP), and an SMSF‑accredited specialist with the SMSF Association.
MARC F. GEARY
Family Office Advisor
Marc is responsible for providing high-touch strategic full advice to Ultra-High Net Wealth and Family Office clients while retaining management of operations and legal frameworks with investment and private banking partners globally. Marc holds a Masters degree in Finance and a Master of Business Law – both from the University of Sydney.
LYNDON ARTHURSON
Senior Client Adviser
Lyndon is a Senior Client Adviser. He provides coverage as Investment Committee Member. Given his ability to integrate a number of disciplines into family portfolio management Lyndon is responsible for approval and strategic implementation of investments and planning solutions for the Private Wealth division’s families and clients.
TODD CHEN
Provisional Financial Adviser
Todd has more than 7 years experience in the wealth management and financial planning industry. Before joining Stewards Capital Group, Todd was an investment analyst in a venture capital firm.
Todd holds a Master’s degree in Finance, a Graduate Diploma in Financial Planning and a Bachelor’s degree in Engineering (with Honours).
STEWARDS CAPITAL GROUP
For families reviewing their full financial planning needs, or who want to define what their needs and wants will be over the next decade, Stewards Capital Group professionals can assist with all superannuation, investment, wealth accumulation & protection and pre and post retirement planning goals.
