STUART HOLDEN
Financial Adviser · Milton, QLD
📚 Qualifications & Training
2009 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Southern Queensland
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2012 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.