STUART GILCHRIST

Financial Adviser Β· Bathurst, NSW

Registered

Registration Number

000329352

Registration Status

Registered

Location

Bathurst, NSW 2795

Providing Advice Since

2006

Registration Date

08/02/2019

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

πŸ“š Qualifications & Training

2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2009 - SMSF - Other - eFinancial Essentials
2010 - Margin Lending and Geared Inv - Other - Kaplan
2015 - ALPA - Other - Kaplan

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.