Financial Adviser · PARRAMATTA, NSW

Stewart David Temesvary

9 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 001259215

Stewart David Temesvary is a financial adviser based in Parramatta, New South Wales, with 9 years of experience in the financial services industry. Stewart is currently authorised under Politis Investment Strategies Pty Ltd. Stewart 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 Bachelor of Economics from The University of Sydney. Stewart is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1982

Bachelor of Economics

The University of Sydney

1985

Chartered Accountant

Chartered Accountants Australia and New Zealand

2017

Diploma of Financial Planning

International Institute of Technology (IIT)

2017

Principles in Self Managed Superannuation Funds

International Institute of Technology (IIT)

2024

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

2024

Superannuation and Retirement Advice (FPC003)

Kaplan Professional

2025

Client Engagement Skills (FPC007B)

Behavioural Finance - Kaplan Professional

2025

Economic and Legal Context for Financial Planning (FPC001B)

Regulation & Legal Obligations - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Oct 2017 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Source: ASIC Financial Advisers Register