Data sourced from ASIC Financial Advisers Register
Financial Adviser · ESSENDON, VIC

Stuart Gordon Mcgilvray

ESSENDON, VIC
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000333260
Practice
Sba Financial Wealth Management
Essendon, VIC (practice address on ASIC register)
Licensed through Sba Financial
View practice

About Stuart Gordon Mcgilvray

Stuart Gordon Mcgilvray is a financial adviser based in Essendon, Victoria, with 17 years of experience in the financial services industry since 2009. Stuart works at Sba Financial Wealth Management, which is licensed through Sba Financial. 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 Certified Financial Planner (CFP Education Program) from FPA Australia. Stuart is a member of CFP - Certified Financial Planner (FPA) and 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

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
Finsia
2010
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2010
Margin Lending and Geared Investments
- Kaplan
2011
Certified Financial Planner (CFP Education Program)
FPA Australia
2011
Self Managed Superannuation Fund
- Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Sba Financial Pty Ltd
Sep 2022 - Present Current
Sba Financial Pty Ltd
Jan 2020 - Sep 2022 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Nov 2016 - Dec 2019 Ceased
Charter Financial Planning Limited
Mar 2013 - Nov 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.
LONSDALE FINANCIAL GROUP PTY LTD
Jan 2009 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register