STUART COLE
Financial Adviser Β· Bathurst, NSW
π Qualifications & Training
1989 - Bachelor of Business - - Mitchell College of Advanced Education
1991 - Chartered Accountant - - Institute of Chartered Accountants
2000 - Certified Financial Planner - - Financial Planning Association
2008 - Self Managed Super Funds - - Kaplan Professional Education
2011 - Margin Lending & Geared Investments - Other - Kaplan Professional Education
π’ Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
The Institute of Chartered Accountants Australia
βΉοΈ 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.