Stuart James Westhoff
Financial Adviser in Bega, New South Wales, Australia
Review Stuart James Westhoff
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000298904
- Location
- Bega NSW 2550
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 19 June 2023
- First provided advice
- 1999
- Qualifications
- Associate Diploma in Business (Accounting), NSW TAFE (1993); Bachelor of Arts (Sports Studies), University of Canberra (1998); Diploma of Financial Planning (8 Units), FPA Australia (2002); Certified Financial Planner (CFP) Education Program, FPA Australia (2005); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Self Managed Superannuation Funds Course, Kaplan Professional (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Client Engagement Skills Course (FPC007B), Kaplan Higher Education (2020); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Economic and Legal Context for Financial Planning (FPC001B), Kaplan Higher Education (2021)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Stuart James Westhoff
On the Financial Advisers Register kept by ASIC, Stuart James Westhoff appears as a current financial adviser in Bega, New South Wales, adviser number 000298904.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 19 June 2023.
The register records 1999 as the year Stuart first provided financial advice. The qualifications listed for Stuart include Associate Diploma in Business (Accounting) (NSW TAFE, 1993), Bachelor of Arts (Sports Studies) (University of Canberra, 1998) and Diploma of Financial Planning (8 Units) (FPA Australia, 2002). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
Stuart is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Stuart James Westhoff here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Stuart James Westhoff a registered financial adviser?
Yes. Stuart James Westhoff is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298904.
Which licensee does Stuart James Westhoff work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Stuart James Westhoff give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.