Brendan Stone
Financial Adviser in Spring Hill, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000440871
- Location
- Spring Hill QLD 4000
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 5 February 2020
- First provided advice
- 1998
- Qualifications
- Bachelor of Business, Queensland University of Technology (1997); Diploma of Financial Planning, Financial Planning Association (2003); Margin Lending & Geared Investments, Kaplan Professional (2011); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendan Stone
Brendan Stone is a financial adviser in Spring Hill, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000440871.
The licensee Brendan advises under is Matrix Planning Solutions Limited (AFS licence 238256). That authorisation dates from 5 February 2020.
According to the register, Brendan first provided financial advice in 1998. Qualifications and training on file include Bachelor of Business (Queensland University of Technology, 1997), Diploma of Financial Planning (Financial Planning Association, 2003) and Margin Lending & Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Brendan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brendan Stone a registered financial adviser?
Yes. Brendan Stone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000440871.
Which licensee does Brendan Stone work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Brendan 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; standard margin lending.