Stuart Thomas Wolfe
Financial Adviser in Wickham, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007275
- Location
- Wickham NSW 2293
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 4 April 2006
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, University of Newcastle (2006); Diploma of Financial Services (Financial Planning), Finsia Education (2008); Margin Lending & Geared Investments Statement of Attainment, Kaplan Professional (2010); Self Managed Superannuation Funds Statement of Attainment, Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Master of Taxation, Curtin University (2019); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2020)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, standard margin lending
- Restriction
- Restricted as per "Letter of Authorisation" issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Stuart Thomas Wolfe
Stuart Thomas Wolfe is a financial adviser in Wickham, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001007275.
The licensee Stuart advises under is Politis Investment Strategies Pty Ltd (AFS licence 253125). The current authorisation started on 4 April 2006.
The register records 2006 as the year Stuart first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 2006), Diploma of Financial Services (Financial Planning) (Finsia Education, 2008) and Margin Lending & Geared Investments Statement of Attainment (Kaplan Professional, 2010).
Stuart is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and standard margin lending. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Restricted as per “Letter of Authorisation” issued.”
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Questions people ask
Is Stuart Thomas Wolfe a registered financial adviser?
Yes. Stuart Thomas Wolfe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007275.
Which licensee does Stuart Thomas Wolfe work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Stuart Thomas Wolfe give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; standard margin lending. It also records this restriction: "Restricted as per "Letter of Authorisation" issued."