Blake Thomas Stone
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000463691
- Location
- Brisbane QLD 4000
- Licensee
- McPherson & Associates Pty. Ltd. (AFSL 229883)
- Authorised since
- 21 August 2014
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Accounting and Finance), Griffith University (2006); CPA Program, CPA Australia (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); CFP Program, Financial Planning Association of Australia (FPA) (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Blake Thomas Stone
On the Financial Advisers Register kept by ASIC, Blake Thomas Stone appears as a current financial adviser in Brisbane, Queensland, adviser number 000463691.
Blake provides advice as an authorised representative of McPherson & Associates Pty. Ltd., which holds Australian financial services licence 229883. That authorisation dates from 21 August 2014.
The register records 2014 as the year Blake first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting and Finance) (Griffith University, 2006), CPA Program (CPA Australia, 2009) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Blake Thomas Stone a registered financial adviser?
Yes. Blake Thomas Stone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000463691.
Which licensee does Blake Thomas Stone work under?
McPherson & Associates Pty. Ltd., Australian financial services licence 229883.
What can Blake Thomas Stone give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.