Financial Adviser · WILLETTON, WA

Robert Alexander Stewart

43 Years experience
Tax advice
authorised
ASIC Registered · ADV 000229837

Robert Alexander Stewart is a financial adviser based in Willetton, Western Australia, with 43 years of experience in the financial services industry. Robert is currently authorised under Personal Asset Services Pty Ltd. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert holds a Diploma of Financial Planning from Financial Planning Association of Australia. Robert is a member of SMSF Association.

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
Diploma of Financial Planning
Financial Planning Association of Australia

Registration History

Sep 2021 - Present Current
Aug 2019 - Sep 2021 Ceased
Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Source: ASIC Financial Advisers Register