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

Margaret Linda Jean Stewart

8 Years experience
Tax advice
authorised
Currently at
Lifespan Financial Planning Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001273345

Margaret Linda Jean Stewart is a financial adviser based in Zetland, New South Wales, with 8 years of experience in the financial services industry. Margaret is currently authorised under Lifespan Financial Planning Pty Ltd. Margaret 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 from FAAA. Margaret 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: The adviser is restricted from providing personal advice on Self Manage Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
Tribeca
2014
Master of Legal Studies
University of NSW
2020
Master of Financial Planning
Griffith University
2021
Ethics & Professionalism in Finanical Advice
Ethics - Kaplan
2022
Certified Financial Planner
FAAA

Registration History

Lifespan Financial Planning Pty Ltd
Jul 2024 - Present Current
The adviser is restricted from providing personal advice on Self Manage Super Funds (SMSF)
A.C.N. 603 037 510 PTY LTD
Dec 2018 - Feb 2020 Ceased

Source: ASIC Financial Advisers Register