STUART AARON MCRAE

Financial Adviser Β· Brighton, VIC

Registered

Registration Number

001249654

Registration Status

Registered

Location

Brighton, VIC 3186

Providing Advice Since

2018

Registration Date

01/08/2018

Financial Services Licensee

PORTFOLIO PLANNERS PTY LTD

Licence #000339044

πŸ“š Qualifications & Training

2014 - Bachelor of Accounting - - LaTrobe University
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.