Financial Adviser
· BLACKBURN, VIC
Stuart Russell Williamson
No disciplinary history on record with ASIC
BLACKBURN,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000269173
About Stuart Russell Williamson
Stuart Russell Williamson is a financial adviser based in Blackburn, Victoria, with 22 years of experience in the financial services industry since 2004. Stuart is currently authorised under Akambo. 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 CFP from FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Engineering
RMIT
2004
Advanced Diploma of Financial Services
ThreeSixty
2009
ASX Accredited Listed Product Adviser
Kaplan
2011
CFP
FAAA
2011
CFP1-4+C
FAAA
2011
Margin Lending and Geared Investments
Kaplan
2013
Self Managed Super Funds
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
-FPC001B Economic and egal Context for Financial Planning
Kaplan
Registration History
Derivatives
APS MELB PTY LTD
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register