Pathwise Wealth

Stanley Moffatt

Stanley 'Stan' Moffatt is a Certified Financial Planner® and Senior Financial Planner at Pathwise Wealth, with more than 26 years in financial planning, superannuation and investments, built on an earlier career in accounting. That numbers-first foundation underpins a down-to-earth style: no jargon, no unnecessary complexity, just advice clients can understand and act on.

Stan works mainly with wealth builders and people approaching retirement, connecting financial decisions to what matters most — lifestyle, retirement timing and family priorities. He helps clients transition to a secure and fulfilling retirement, drawing on his knowledge and expertise to establish a smooth, clear path forward. Stan builds long relationships on straight talk, helping clients see their position clearly and move forward with confidence. His passion for quality financial advice comes from a desire to remove complexity from people's lives and give clients greater confidence in their financial future.

Stan is both a Chartered Accountant and a Certified Financial Planner®, and is recognised as a Financial Planning and Advice specialist by the Institute of Chartered Accountants. He combines that technical expertise with a personalised approach to client service, helping clients make informed decisions and get the benefit of a plan built around their circumstances.