Stuart Gilchrist
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000329352
- Location
- Bathurst NSW 2795
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 8 December 2020
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan (2007); Diploma of Financial Services (Financial Planning), Kaplan (2007); SMSF, eFinancial Essentials (2009); Margin Lending and Geared Inv, Kaplan (2010); ALPA, Kaplan (2015)
- 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 Gilchrist
Stuart Gilchrist is a financial adviser in Bathurst, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000329352.
Stuart provides advice as an authorised representative of Fortnum Advice Pty Ltd, which holds Australian financial services licence 519190. The current authorisation started on 8 December 2020.
The register records 2006 as the year Stuart first provided financial advice. The qualifications listed for Stuart include Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2007), Diploma of Financial Services (Financial Planning) (Kaplan, 2007) and SMSF (eFinancial Essentials, 2009).
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 Gilchrist a registered financial adviser?
Yes. Stuart Gilchrist is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000329352.
Which licensee does Stuart Gilchrist work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Stuart Gilchrist 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.