Malcolm Stewart
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231512
- Location
- Subiaco WA 6008
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 5 August 2019
- First provided advice
- 1994
- Qualifications
- Bachelor of Business (major in accounting and computing studies), Western Australia College of Advanced Education (1986); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); Diploma of Financial Planning, Kaplan Education Pty Limited (2012); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2013)
- Memberships
- CPA Australia (CPA)
- 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 Malcolm Stewart
Malcolm Stewart is a financial adviser in Subiaco, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000231512.
The licensee Malcolm advises under is Sentry Advice Pty Ltd (AFS licence 227748). That authorisation dates from 5 August 2019.
The register records 1994 as the year Malcolm first provided financial advice. The qualifications listed for Malcolm include Bachelor of Business (major in accounting and computing studies) (Western Australia College of Advanced Education, 1986), Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2010) and Diploma of Financial Planning (Kaplan Education Pty Limited, 2012). Malcolm is recorded as a member of CPA Australia (CPA).
Malcolm 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 Malcolm Stewart a registered financial adviser?
Yes. Malcolm Stewart is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231512.
Which licensee does Malcolm Stewart work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Malcolm Stewart 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.