Stewart McKenzie French
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249791
- Location
- Sydney NSW 2000
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 19 May 2021
- First provided advice
- 2004
- Qualifications
- ASX Accredited Listed Product Adviser Program, FINSIA (2006); Self Managed Superannuation Funds Course, Kaplan Professional (2008); Advanced Diploma Financial Services (Financial Planning) FNS60404, Kaplan Australia (2012); Diploma Financial Services (Financial Planning) FNS50804, Kaplan Australia (2012); RG146 928 Margin Lending, Kaplan Australia (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Stewart McKenzie French
Stewart McKenzie French is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000249791).
Stewart provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 19 May 2021.
The register records 2004 as the year Stewart first provided financial advice. Qualifications and training on file include ASX Accredited Listed Product Adviser Program (FINSIA, 2006), Self Managed Superannuation Funds Course (Kaplan Professional, 2008) and Advanced Diploma Financial Services (Financial Planning) FNS60404 (Kaplan Australia, 2012). Stewart is recorded as a member of Financial Advice Association of Australia (FAAA).
Stewart is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Stewart McKenzie French a registered financial adviser?
Yes. Stewart McKenzie French is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249791.
Which licensee does Stewart McKenzie French work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Stewart McKenzie French give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.