BRENDAN STONE

Financial Adviser · Spring Hill, QLD

Registered

Registration Number

000440871

Registration Status

Registered

Location

Spring Hill, QLD 4000

Providing Advice Since

1998

Registration Date

19/06/2013

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

📚 Qualifications & Training

1997 - Bachelor of Business - - Queensland University of Technology
2003 - Diploma of Financial Planning - - Financial Planning Association
2011 - Margin Lending & Geared Investments - - Kaplan Professional
2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.