Who We Are

 

Vue Financial

Specialises in the provision of wealth creation, wealth protection and finance services.

Vue Financial

Specialises in the provision of wealth creation, wealth protection and finance services.

Our Mission

To provide our clients with the highest quality financial advice tailored to their unique circumstances. We do this this by working in partnership and educating our clients to ensure they have peace of mind and financial freedom.

Meet The Team

Catherine Stewart, CEO

CFP, B.Comm – Economics & Finance


Catherine has worked in the Financial Planning Industry since 2003. She holds a Bachelor of Commerce (Economics & Finance) and completed her Certified Financial Planner (CFP) designation in 2008. She also holds specialist accreditations in both Estate Planning and Aged Care.

She is a member of the Financial Planning Association (FPA), the Mortgage and Finance Association (MFAA) and is an Authorised Representative of Count Financial. Catherine was the winner of Count’s Female Excellence in Advice award in 2013 and a finalist in the Money Management Women in Financial Services Award. She is also the current Chair of Count’s Women in Advice Committee.

Catherine strongly believes in educating the community on financial fundamentals. She has conducted seminars on many different topics and had several articles published in Money Magazine.

Catherine’s role is about providing her clients with sound strategic financial solutions. Her area of expertise is not only the technical advice that she provides her clients but the long term relationships she forms with them.

Gerry Farlanga, Principal

CA, B.Comm


Gerry has worked as a Chartered Accountant and Financial Planner for over 20 years. He holds a Bachelor of Commerce and is a member of both the Institute of Chartered Accountants and the Taxation Institute of Australia. He holds a Specialist Financial Planner designation through the Institute and has been a member and Authorised Representative of Count Financial since early 1980.

  • He is a founding partner of Arnold Stevens Finlay, established almost 20 years ago and now Vue Financial, the result of a recent merge between Arnold Stevens Finlay and IACR Partners Financial Planning divisions.
  • Gerry’s area of expertise is his ability to see the client’s big picture and as a result provide them with Real Solutions for all facets of their financial well-being.

Thao Lam, Financial Adviser

B.Business (Applied Finance), Adv. Diploma Financial Planning


Thao has worked in the financial planning industry since 2010. She holds a Bachelor of Business (Applied Finance) and has completed her Diploma and Advanced Diploma’s in Financial Planning. She is an associate member of the Financial Planning Association (FPA) and is an Authorised Representative of Count Financial.

Thao’s primary role is to provide exceptional ongoing support to our clients and ensuring whilst helping to achieve their goals and objectives, their financial planning experience is a comfortable one.

Jackie Morunga, Paraplanner

Diploma Financial Planning


Jackie started her career in financial planning in 2013 as a Client Service Officer. Since then she has completed the Diploma of Financial Planning and has become a Justice of the Peace. She has a keen interest in continuing her education and gaining further valuable experience in the industry. Jackie strives to provide quality service to both her clients and the Vue Financial team.

Committed to your
Financial future.

 

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