Financial Adviser
· SYDNEY, NSW
Stuart Peter West
No disciplinary history on record with ASIC
SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270697
Licensee
Sydney, NSW (licence address on ASIC register)
About Stuart Peter West
Stuart Peter West is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Stuart works at Shadforth Financial Group, which is licensed through Shadforth Financial Group Limited. Stuart holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stuart's qualifications include a Bachelor of Commerce from Macquarie University. Stuart 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce
Macquarie University
2015
FNS50611 Diploma of Financial Planning
Kaplan Education Pty Ltd
2016
FNS60415 Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2016
Tax for Financial Advising
Kaplan Education Pty Ltd
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2025
Commercial Law
Kaplan Education Pty Ltd