Financial Adviser
· BRISBANE CITY, QLD
Karlie Maree Stuart
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259562
Karlie Maree Stuart is a financial adviser based in Brisbane City, Queensland, with 9 years of experience in the financial services industry. Karlie is currently authorised under Oreana Financial Services Pty Ltd. Karlie 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma Financial Planning FNS50611
Monarch Institute
2017
Advanced Diploma Financial Planning FNS60415
Monarch Institute
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register