Financial Adviser
· BRONTE, NSW
Charles Alexander Stewart
No disciplinary history on record with ASIC
BRONTE,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000457369
About Charles Alexander Stewart
Charles Alexander Stewart is a financial adviser based in Bronte, New South Wales, with 16 years of experience in the financial services industry since 2010. Charles is currently authorised under Pgw Financial Services. Charles holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Charles's qualifications include a Bachelor of Business from Queensland University of Technology. Charles is a member of Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business
Queensland University of Technology
2007
Bachelor of Law
Queensland University of Technology
2010
Superannuation Accreditation
Kaplan Professional Education
2012
Diploma of Financial Planning
Kaplan Professional Education
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register