STUART MATHIESON

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001001882

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2007

Registration Date

22/05/2006

Financial Services Licensee

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD

Licence #000287804

📚 Qualifications & Training

2003 - Bachelor of Business (Acc)/Bachelor of Business (Banking and Finance) - - Monash University
2006 - Graduate Diploma in Applied Finance and Investment - - Finsia
2007 - SMSF Accreditation - - AXA Excellence
2008 - Graduate Diploma of Financial Planning - - Finsia/Kaplan
2009 - Master of Applied Finance - - Kaplan

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.