Financial Adviser
· SYDNEY, NSW
Stewart Mckenzie French
No disciplinary history on record with ASIC
SYDNEY,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249791
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Alliance Wealth
About Stewart Mckenzie French
Stewart Mckenzie French is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. Stewart is currently authorised under Alliance Wealth. Stewart holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stewart's qualifications include a Advanced Diploma Financial Services (Financial Planning) FNS60404 from Kaplan Australia. Stewart is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
ASX Accredited Listed Product Adviser Program
FINSIA
2008
Self Managed Superannuation Funds Course
Kaplan Professional
2012
Advanced Diploma Financial Services (Financial Planning) FNS60404
Kaplan Australia
2012
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Australia
2013
RG146 928 Margin Lending
Kaplan Australia
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
WHITE ROBINSON & COMPANY PTY LTD
Source: ASIC Financial Advisers Register