Data sourced from ASIC Financial Advisers Register
Financial Adviser · MILTON, QLD

Stuart Holden

MILTON, QLD
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000331399
Licensee
Charter Financial Planning Limited
Sydney, NSW (licence address on ASIC register)
View licensee

About Stuart Holden

Stuart Holden is a financial adviser based in Milton, Queensland, with 18 years of experience in the financial services industry since 2008. Stuart works at Charter Financial Planning, which is licensed through Charter Financial Planning Limited. Stuart holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stuart's qualifications include a Master of Professional Accounting from University of Southern Queensland.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009
Master of Professional Accounting
University of Southern Queensland
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Higher Education Pty Limited
2012
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Jun 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Oct 2008 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register