Financial Adviser
· NEWCASTLE, NSW
Stuart Greenfield
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004808
Stuart Greenfield is a financial adviser based in Newcastle, New South Wales, with 20 years of experience in the financial services industry. Stuart is currently authorised under Bridges Financial Services Pty Limited. 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 Diploma Financial Services (Financial Planning) FNS50804 from Kaplan Education Pty Ltd.
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
2006
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Education Pty Ltd
2010
FNSASICR503A Provide Advice in Margin Lending
GWM Adviser Services Ltd trading as Advice Education