STUART UPHAM FORBES MACKENZIE
Financial Adviser · Chevron Island, QLD
📚 Qualifications & Training
2003 - Bachelor of Commerce & Management (Finance) - - Lincoln University
2004 - Bachelor of Commerce (2nd Hons) - - Lincoln University
2008 - RG146 - - Deakin Prime
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.