Financial Adviser · WEST END, QLD

Stanford Clark

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000300231

Stanford Clark is a financial adviser based in West End, Queensland, with 20 years of experience in the financial services industry. Stanford is currently authorised under Charter Financial Planning Limited. Stanford 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 Certified Financial Planner from 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

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

2002

Certified Financial Planner

Financial Advice Association of Australia (FAAA)

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2015

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2018

Accredited Aged Care Professional

Aged Care Steps

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Apr 2025 - Present Current

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

Wealth Effect Advisory Pty Ltd

Feb 2020 - Apr 2025 Ceased

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Oct 2014 - Feb 2020 Ceased

PRINCIPAL FINANCIAL GROUP PTY LTD

Aug 2012 - Oct 2014 Ceased

SATELLITE FINANCIAL PLANNING PTY LTD

Jun 2011 - Aug 2012 Ceased

Fitzpatricks Private Wealth Pty Ltd

Apr 2011 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register