MARGARET LINDA JEAN STEWART

Financial Adviser ยท Zetland, NSW

Registered

Registration Number

001273345

Registration Status

Registered

Location

Zetland, NSW 2017

Providing Advice Since

2018

Registration Date

01/07/2024

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

๐Ÿ“š Qualifications & Training

2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2014 - Master of Legal Studies - Masters Degree (AQF 9) - University of NSW
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2021 - Ethics & Professionalism in Finanical Advice - Bridging Course - Ethics - Kaplan
2022 - Certified Financial Planner - Professional Designations - FAAA

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.