STUART WILKINSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2011 - Bachelor of Business (Financial Management & Financial Planning) - Bachelor Degree (AQF 7) - La Trobe University
2018 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2023 - Accredited Aged Care Professional Program - Other - Aged Care Steps
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
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.