STUART CARTER
Financial Adviser ยท Brisbane City, QLD
๐ Qualifications & Training
2009 - Investment Planning 1 - - Kaplan
2009 - Superannuation and Retirement Planning - - Kaplan
2013 - Chartered Life Practitioner - - Mentor Education Group
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
โน๏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.