STUART GORDON MCGILVRAY
Financial Adviser · Essendon, VIC
📚 Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - - Finsia
2010 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2010 - Margin Lending and Geared Investments - Statement of Attainment - - Kaplan
2011 - Certified Financial Planner (CFP Education Program) - Professional Designations - FPA Australia
2011 - Self Managed Superannuation Fund - Statement of Attainment - - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.