Financial Adviser
· BEGA, NSW
Stuart James Westhoff
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000298904
Stuart James Westhoff is a financial adviser based in Bega, New South Wales, with 27 years of experience in the financial services industry. Stuart is currently authorised under Alliance Wealth Pty Ltd. Stuart holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Stuart is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Associate Diploma in Business (Accounting)
NSW TAFE
1998
Bachelor of Arts (Sports Studies)
University of Canberra
2002
Diploma of Financial Planning (8 Units)
FPA Australia
2005
Certified Financial Planner (CFP) Education Program
FPA Australia
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2011
Self Managed Superannuation Funds Course
Kaplan Professional
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Client Engagement Skills Course (FPC007B)
Behavioural Finance - Kaplan Higher Education
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2021
Economic and Legal Context for Financial Planning (FPC001B)
Regulation & Legal Obligations - Kaplan Higher Education
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
GPL (VIC) PTY LTD
MCA FINANCIAL PLANNERS PTY. LTD.
Source: ASIC Financial Advisers Register