STUART THOMAS WOLFE
Financial Adviser · Wickham, NSW
📚 Qualifications & Training
2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2008 - Diploma of Financial Services (Financial Planning) - - Finsia Education
2010 - Margin Lending & Geared Investments Statement of Attainment - - Kaplan Professional
2011 - Self Managed Superannuation Funds Statement of Attainment - - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Master of Taxation - - Curtin University
2020 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
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.