Financial Adviser
· MITTAGONG, NSW
Frederick James Stewart
No disciplinary history on record with ASIC
MITTAGONG,
NSW
Tax advice
authorised
authorised
ASIC Registered · ADV 001322871
About Frederick James Stewart
Frederick James Stewart is a financial adviser based in Mittagong, New South Wales. Frederick is currently authorised under Jic Adviser Network, operating through Roots Financial. Frederick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Frederick's qualifications include a Bachelor of Business (Finance/Accounting) from Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Exclude Margin Lending Advice
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business (Finance/Accounting)
Charles Sturt University
2025
Graduate Diploma of Financial Planning
Kaplan Professional