STUART ALWYN JONES

Financial Adviser · Baulkham Hills, NSW

Registered

Registration Number

000308380

Registration Status

Registered

Location

Baulkham Hills, NSW 2153

Providing Advice Since

1997

Registration Date

26/04/2007

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

2003 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2003 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2012 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty

🏢 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.