Stuart John Carboon
Financial Adviser in Geelong West, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000345478
- Location
- Geelong West VIC 3218
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 20 January 2020
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (2002); Diploma of Financial Services (Financial Planning), Commonwealth Bank (2004); Margin Lending & Geared Investments, Kaplan Professional (2011); AU Inhouse Assessment, AUPFS (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- SMSF Authorisation does NOT include SMSF's
- Tax (financial) advice
- Yes
- Register status
- Current
About Stuart John Carboon
Stuart John Carboon is a financial adviser in Geelong West, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000345478.
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. That authorisation dates from 20 January 2020.
The register records 2000 as the year Stuart first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association, 2002), Diploma of Financial Services (Financial Planning) (Commonwealth Bank, 2004) and Margin Lending & Geared Investments (Kaplan Professional, 2011).
Stuart is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “SMSF Authorisation does NOT include SMSF’s.”
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Questions people ask
Is Stuart John Carboon a registered financial adviser?
Yes. Stuart John Carboon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000345478.
Which licensee does Stuart John Carboon work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Stuart John Carboon give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "SMSF Authorisation does NOT include SMSF's."