Financial Adviser · BRISBANE, QLD

Giles Stratford

21 Years experience
Tax advice
authorised
Currently at
Brisbane, QLD
ASIC Registered · ADV 000440875

Giles Stratford is a financial adviser based in Brisbane, Queensland, with 21 years of experience in the financial services industry. Giles is currently authorised under Sfds Pty Ltd. Giles 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 Professional. Giles 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
Tribeca
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending & Geared Investments/Margin Lending
Kaplan Professional
2016
Master of Financial Planning
Kaplan Professional

Registration History

Oct 2018 - Present Current
Jun 2013 - Oct 2018 Ceased
WHITTAKER MACNAUGHT PTY. LTD.
May 2010 - Jun 2013 Ceased
Mar 2010 - Mar 2010 Ceased

Source: ASIC Financial Advisers Register