Financial Adviser · NORWEST, NSW

Stuart Alwyn Jones

29 Years experience
ASIC Registered · ADV 000308380

Stuart Alwyn Jones is a financial adviser based in Norwest, New South Wales, with 29 years of experience in the financial services industry. Stuart is currently authorised under Investment & Retirement Services Pty Ltd. Stuart holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Stuart is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Qualifications and Training

2003
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2003
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2012
RG146 Provide advice in Margin Lending
MLC ThreeSixty

Registration History

Jan 2023 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Apr 2007 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register