Financial Adviser
· BATHURST, NSW
Stuart Gilchrist
No disciplinary history on record with ASIC
BATHURST,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329352
About Stuart Gilchrist
Stuart Gilchrist is a financial adviser based in Bathurst, New South Wales, with 20 years of experience in the financial services industry since 2006. Stuart is currently authorised under Fortnum Advice. Stuart holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stuart's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2009
SMSF
eFinancial Essentials
2010
Margin Lending and Geared Inv
Kaplan
2015
ALPA
Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Government Debentures, Stocks or Bonds - Class of product only;
ST.GEORGE BANK LIMITED
Source: ASIC Financial Advisers Register