Financial Adviser
· SHENTON PARK, WA
Stuart Ross Howes
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000308973
Stuart Ross Howes is a financial adviser based in Shenton Park, Western Australia, with 20 years of experience in the financial services industry. Stuart is currently authorised under Matrix Planning Solutions Limited. 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 (Management and Finance) from Edith Cowan University. Stuart is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2007
Bachelor of Business (Management and Finance)
Edith Cowan University
2010
Margin Lending & Geared Investments
Kaplan Professional
2010
SMSF Adviser Education Program
Financial Essentials
2011
ASX Accredited Listed Products Adviser Program
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register