Financial Adviser
· MELBOURNE, VIC
Stuart Mathieson
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001882
Stuart Mathieson is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Stuart is currently authorised under Moneywise Personal Financial Management 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 Master of Applied Finance from Kaplan.
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
2003
Bachelor of Business (Acc)/Bachelor of Business (Banking and Finance)
Monash University
2006
Graduate Diploma in Applied Finance and Investment
Finsia
2007
SMSF Accreditation
AXA Excellence
2008
Graduate Diploma of Financial Planning
Finsia/Kaplan
2009
Master of Applied Finance
Kaplan
Registration History
Source: ASIC Financial Advisers Register