Stuart James McDonald
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002627
- Location
- Chatswood NSW 2067
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, University of Otago (2002); Post Graduate Diploma in Commerce, University of Otago (2004); Advanced Diploma Financial Services (Financial Planning) FNS60404, MLC ThreeSixty (2008); Diploma Financial Services (Financial Planning) FNS50804, Quantum Financial Training (2008); RG146 Margin Lending, MLC ThreeSixty (2012)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Stuart James McDonald
On the Financial Advisers Register kept by ASIC, Stuart James McDonald appears as a current financial adviser in Chatswood, New South Wales, adviser number 001002627.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 1 June 2021.
The register records 2007 as the year Stuart first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Otago, 2002), Post Graduate Diploma in Commerce (University of Otago, 2004) and Advanced Diploma Financial Services (Financial Planning) FNS60404 (MLC ThreeSixty, 2008). Stuart is recorded as a member of 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 James McDonald a registered financial adviser?
Yes. Stuart James McDonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002627.
Which licensee does Stuart James McDonald work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Stuart James McDonald 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.