Financial Adviser
· BRISBANE CITY, QLD
David Ian Stuart
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001460
David Ian Stuart is a financial adviser based in Brisbane City, Queensland, with 19 years of experience in the financial services industry. David is currently authorised under Gallagher Benefit Services Pty Ltd. David 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 Business (Marketing Management) from University of New England. David 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business (Marketing Management)
University of New England
2008
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Margin Lending & Geared Investments
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2016
TASA and the TPB Code of Professional Conduct
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
Registration History
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes SMSF Advice
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes SMSF Advice
Source: ASIC Financial Advisers Register