Stuart Cruickshank
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232475
- Location
- Wollongong NSW 2500
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 1 July 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce (Economics and Management), University of Wollongong (1999); 8 unit Diploma of Financial Planning, Financial Advice Association of Australia Limited (FAAA) (2003); CFP Certification Program, Financial Advice Association Australia (FAAA) (2005); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2006); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); FPE020 SMSF Regulations & Taxation, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Stuart Cruickshank
Stuart Cruickshank is a financial adviser in Wollongong, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000232475.
The licensee Stuart advises under is PSK Advisory Services Pty Ltd (AFS licence 234656). The current authorisation started on 1 July 2023.
According to the register, Stuart first provided financial advice in 2010. Qualifications and training on file include Bachelor of Commerce (Economics and Management) (University of Wollongong, 1999), 8 unit Diploma of Financial Planning (Financial Advice Association of Australia Limited (FAAA), 2003) and CFP Certification Program (Financial Advice Association Australia (FAAA), 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Stuart is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Stuart Cruickshank a registered financial adviser?
Yes. Stuart Cruickshank is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232475.
Which licensee does Stuart Cruickshank work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Stuart Cruickshank 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."