Financial Adviser
· BRISBANE CITY, QLD
Stuart Carter
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334279
Stuart Carter is a financial adviser based in Brisbane City, Queensland, with 17 years of experience in the financial services industry. Stuart is currently authorised under Sherrin Partners 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 Graduate Diploma of Financial Planning from Kaplan Professional.
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
2009
Investment Planning 1
Kaplan
2009
Superannuation and Retirement Planning
Kaplan
2013
Chartered Life Practitioner
Mentor Education Group
2017
Advanced Diploma of Financial Planning
Mentor
2020
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register