Financial Adviser · NORTH ADELAIDE, SA

Duane Mark Stewart

36 Years experience
Tax advice
authorised
Currently at
Sydney, NSW
ASIC Registered · ADV 000306146

Duane Mark Stewart is a financial adviser based in North Adelaide, South Australia, with 36 years of experience in the financial services industry. Duane is currently authorised under Gps Wealth Ltd. Duane 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 Diploma of Financial Planning from Financial Planning Association of Australia. Duane 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

Authorised to provide tax financial advice services

Qualifications and Training

2002
Taxation Planning
University of Technology Sydney
2003
Estate Planning
University of Technology Sydney
2009
Diploma of Financial Planning
Financial Planning Association of Australia
2014
Chartered Life Practice
Asia Pacific Financial Services Association (APFinSA)

Registration History

May 2016 - Present Current
Jul 2011 - May 2016 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Apr 2009 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register