MALCOLM STEWART
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
1986 - Bachelor of Business (major in accounting and computing studies) - Bachelor Degree (AQF 7) - Western Australia College of Advanced Education
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited
2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
š¢ Professional Memberships
CPA Australia (CPA)
ā¹ļø 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.