STUART JOHN CARBOON

Financial Adviser · Geelong West, VIC

Registered

Registration Number

000345478

Registration Status

Registered

Location

Geelong West, VIC 3218

Providing Advice Since

2000

Registration Date

20/01/2020

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

📚 Qualifications & Training

2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association
2004 - Diploma of Financial Services (Financial Planning) - - Commonwealth Bank
2011 - Margin Lending & Geared Investments - - Kaplan Professional
2020 - AU Inhouse Assessment - Securities - Other - AUPFS
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.