STUART JAMES WESTHOFF
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
1993 - Associate Diploma in Business (Accounting) - Advanced Diploma (AQF 6) - NSW TAFE
1998 - Bachelor of Arts (Sports Studies) - Bachelor Degree (AQF 7) - University of Canberra
2002 - Diploma of Financial Planning (8 Units) - Advanced Diploma (AQF 6) - FPA Australia
2005 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2011 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - Client Engagement Skills Course (FPC007B) - Bridging Course - Behavioural Finance - Kaplan Higher Education
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2021 - Economic and Legal Context for Financial Planning (FPC001B) - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of 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.