Stuart Holden
Financial Adviser in Milton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000331399
- Location
- Milton QLD 4064
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 8 June 2012
- First provided advice
- 2008
- Qualifications
- Master of Professional Accounting, University of Southern Queensland (2009); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Higher Education Pty Limited (2012); Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2012); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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, derivatives
- 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 Holden
Stuart Holden is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Milton, Queensland (adviser number 000331399).
The licensee Stuart advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 8 June 2012.
The register records 2008 as the year Stuart first provided financial advice. The qualifications listed for Stuart include Master of Professional Accounting (University of Southern Queensland, 2009), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011) and Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Higher Education Pty Limited, 2012).
Stuart is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Holden a registered financial adviser?
Yes. Stuart Holden is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000331399.
Which licensee does Stuart Holden work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Stuart Holden 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; derivatives. 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."