Financial Adviser
· BLACKBURN, VIC
Stuart White
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288819
Stuart White is a financial adviser based in Blackburn, Victoria, with 21 years of experience in the financial services industry. Stuart is currently authorised under Count Financial Limited. Stuart 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA).
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
2005
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2008
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Professional
2013
ASX Listed Products Accreditation Course (LPAC)
LPAC Online
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education