LINA MARIA STONE

Financial Adviser Β· Brisbane, QLD

Registered

Registration Number

001255875

Registration Status

Registered

Location

Brisbane, QLD 4000

Providing Advice Since

2017

Registration Date

25/07/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

πŸ“š Qualifications & Training

1998 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - Griffith University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2023 - Economic and Legal Context for Financial Planning - Other - Kaplan Higher Education
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Professional

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.