Stuart Cole
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000325932
- Location
- Bathurst NSW 2795
- Licensee
- SJC Advisory Pty Ltd (AFSL 561179)
- Authorised since
- 20 January 2025
- First provided advice
- 1997
- Qualifications
- Bachelor of Business, Mitchell College of Advanced Education (1989); Chartered Accountant, Institute of Chartered Accountants (1991); Certified Financial Planner, Financial Planning Association (2000); Self Managed Super Funds, Kaplan Professional Education (2008); Margin Lending & Geared Investments, Kaplan Professional Education (2011)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association; The Institute of Chartered Accountants Australia
- 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 Stuart Cole
Stuart Cole is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bathurst, New South Wales (adviser number 000325932).
The licensee Stuart advises under is SJC Advisory Pty Ltd (AFS licence 561179). That authorisation dates from 20 January 2025.
The register records 1997 as the year Stuart first provided financial advice. The qualifications listed for Stuart include Bachelor of Business (Mitchell College of Advanced Education, 1989), Chartered Accountant (Institute of Chartered Accountants, 1991) and Certified Financial Planner (Financial Planning Association, 2000). Professional memberships recorded: Financial Advice Association of Australia (FAAA), SMSF Association and The Institute of Chartered Accountants Australia.
The authorisation covers advice 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 Stuart Cole a registered financial adviser?
Yes. Stuart Cole is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000325932.
Which licensee does Stuart Cole work under?
SJC Advisory Pty Ltd, Australian financial services licence 561179.
What can Stuart Cole 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.