David Ian Stuart
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001460
- Location
- Brisbane City QLD 4000
- Licensee
- Gallagher Benefit Services Pty Ltd (AFSL 488001)
- Authorised since
- 29 April 2020
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Marketing Management), University of New England (1990); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Margin Lending & Geared Investments, Kaplan Higher Education Pty Limited (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); TASA and the TPB Code of Professional Conduct, Kaplan Higher Education Pty Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); FPC001B Economic and Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2020); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Ian Stuart
David Ian Stuart is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane City, Queensland (adviser number 001001460).
Advice is given under the Australian financial services licence of Gallagher Benefit Services Pty Ltd, licence number 488001. That authorisation dates from 29 April 2020.
The register records 2007 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Business (Marketing Management) (University of New England, 1990), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008) and Margin Lending & Geared Investments (Kaplan Higher Education Pty Limited, 2011). Professional memberships recorded: 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 David Ian Stuart a registered financial adviser?
Yes. David Ian Stuart is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001460.
Which licensee does David Ian Stuart work under?
Gallagher Benefit Services Pty Ltd, Australian financial services licence 488001.
What can David Ian Stuart give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.