STUART GRAHAM
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1989 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australia (FINSIA)
2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2008 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 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.