Data sourced from ASIC Financial Advisers Register
Financial Adviser · WOLLONGONG, NSW

Stuart Cruickshank

16 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000232475

Stuart Cruickshank is a financial adviser based in Wollongong, New South Wales, with 16 years of experience in the financial services industry. Stuart is currently authorised under Psk Advisory Services Pty Ltd. 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 Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). 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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Commerce (Economics and Management)
University of Wollongong
2003
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited (FAAA)
2005
CFP Certification Program
Financial Advice Association Australia (FAAA)
2006
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
FPE020 SMSF Regulations & Taxation
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Jul 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Genium Investment Consultants Pty Ltd & Genium Investment Research Pty Ltd
Nov 2010 - Jun 2023 Ceased
No restrictions - it was identified that 'all securities' was not checked on the last update. This was an error / oversight, the adviser has been authorised to provide advice on all securities since commencement

Source: ASIC Financial Advisers Register