STUART JAMES MCDONALD
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2002 - BACHELOR OF COMMERCE - Bachelor Degree (AQF 7) - UNIVERSITY OF OTAGO
2004 - POST GRADUATE DIPLOMA IN COMMERCE - Advanced Diploma (AQF 6) - UNIVERSITY OF OTAGO
2008 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty
2008 - DIPLOMA FINANCIAL SERVICES (FINANCIAL PLANNING) FNS50804 - Diploma (AQF 5) - QUANTUM FINANCIAL TRAINING
2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
🏢 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.