Financial Adviser
· GEELONG WEST, VIC
Stuart John Carboon
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000345478
Stuart John Carboon is a financial adviser based in Geelong West, Victoria, with 26 years of experience in the financial services industry. Stuart is currently authorised under Personal Financial Services Ltd. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: SMSF Authorisation does NOT include SMSF's
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Financial Planning Association
2004
Diploma of Financial Services (Financial Planning)
Commonwealth Bank
2011
Margin Lending & Geared Investments
Kaplan Professional
2020
AU Inhouse Assessment
Other - AUPFS
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
SMSF Authorisation does NOT include SMSF's
Source: ASIC Financial Advisers Register