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

Stewart Barrie Firth

32 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000250704

Stewart Barrie Firth is a financial adviser based in Melbourne, Victoria, with 32 years of experience in the financial services industry. Stewart is currently authorised under Charter Financial Planning Limited. Stewart 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 Bachelor of Business from Ballarat University College.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

1992
Bachelor of Business
Ballarat University College
2006
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2015
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Aug 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register