Stuart Gordon McGilvray
Financial Adviser in Essendon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333260
- Location
- Essendon VIC 3040
- Licensee
- Sba Financial Pty Ltd (AFSL 238060)
- Authorised since
- 7 September 2022
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Finsia (2006); Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2010); Margin Lending and Geared Investments, Kaplan (2010); Certified Financial Planner (CFP Education Program), FPA Australia (2011); Self Managed Superannuation Fund, Kaplan (2011); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- CFP - Certified Financial Planner (FPA); 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Stuart Gordon McGilvray
On the Financial Advisers Register kept by ASIC, Stuart Gordon McGilvray appears as a current financial adviser in Essendon, Victoria, adviser number 000333260.
Advice is given under the Australian financial services licence of Sba Financial Pty Ltd, licence number 238060. That authorisation dates from 7 September 2022.
According to the register, Stuart first provided financial advice in 2009. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Finsia, 2006), Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2010) and Margin Lending and Geared Investments (Kaplan, 2010). Stuart is recorded as a member of CFP – Certified Financial Planner (FPA) and 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 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 Gordon McGilvray a registered financial adviser?
Yes. Stuart Gordon McGilvray is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333260.
Which licensee does Stuart Gordon McGilvray work under?
Sba Financial Pty Ltd, Australian financial services licence 238060.
What can Stuart Gordon McGilvray 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.