JOSHUA COLIN STEWART
Financial Adviser · Belmont, NSW
📚 Qualifications & Training
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2011 - Margin Lending/Gearing SMSF - - Kaplan
2011 - SMSF Specialist Adviser - - Kaplan Professional
2013 - Advanced Diploma of Financial Planning - - Kaplan Professional
2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2017 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2021 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.