Financial Adviser · ROCKHAMPTON, QLD

Stewart Allen Thistlethwaite

21 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001005021

Stewart Allen Thistlethwaite is a financial adviser based in Rockhampton, Queensland, with 21 years of experience in the financial services industry. Stewart is currently authorised under Alliance Wealth Pty Ltd. Stewart 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan. Stewart 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 Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

Kaplan

2007

Self Managed Super Funds

Kaplan

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

Registration History

Alliance Wealth Pty Ltd

Aug 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

QINVEST LIMITED

Oct 2018 - Jun 2021 Ceased

Australia And New Zealand Banking Group Limited

Sep 2005 - Oct 2018 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register