Financial Adviser · ALBANY, WA

Stuart William Griffiths

ALBANY, WA
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001004
Licensee
Perth, WA (licence address on ASIC register)

About Stuart William Griffiths

Stuart William Griffiths is a financial adviser based in Albany, Western Australia, with 22 years of experience in the financial services industry since 2004. Stuart is currently authorised under Wealth Plus Solutions. 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 Graduate Diploma of Financial Planning from Kaplan Professional. Stuart is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2004
Advanced Diploma of Financial Services (Financial Planning)
Kaplan (formerly Tribeca)
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

May 2022 - Present Current
Feb 2006 - Dec 2021 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register