Financial Adviser
· BRISBANE, QLD
Giles Stratford
No disciplinary history on record with ASIC
BRISBANE,
QLD
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000440875
About Giles Stratford
Giles Stratford is a financial adviser based in Brisbane, Queensland, with 21 years of experience in the financial services industry since 2005. Giles is currently authorised under Sfds, operating through Stratford Planning Group. Giles holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Giles's qualifications include a Master of Financial Planning from Kaplan Professional. Giles is a member of Financial Advice Association of Australia (FAAA).
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
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending & Geared Investments/Margin Lending
Kaplan Professional
2016
Master of Financial Planning
Kaplan Professional