Financial Adviser
· MELBOURNE, VIC
Stuart Francis Coulthard
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237008
Stuart Francis Coulthard is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Stuart is currently authorised under Akambo Pty 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 Bachelor of Business from Swinburne University. Stuart is a member of Chartered Accountants Australia and New Zealand (CA ANZ), SMSF Association and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business
Swinburne University
2005
Chartered Accountant Program
CA ANZ
2015
Accreditation in Margin lending & SMSF
Integrity
2015
Diploma of Financial Planning
Integrity Education Group
2017
Advance Diploma in Financial Planning
Integrity
2024
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan