STUART LACHLAN WEMYSS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
1999 - Professional Year - Professional Designations - Chartered Accountants Australia & New Zealand
2001 - Graduate Diploma of Applied Financial & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia (now Kaplan)
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Investment Banking Institute
2005 - Diploma of Financial Services (Mortgage Broking) - Diploma (AQF 5) - PLAN Connect
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
MFAA
PIPA
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.