Financial Adviser · GEELONG WEST, VIC

Stuart John Carboon

GEELONG WEST, VIC

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000345478

Currently at

Personal Financial Services

Sydney, NSW (firm address)

View firm profile

About Stuart John Carboon

Stuart John Carboon is a financial adviser based in Geelong West, Victoria, with 26 years of experience in the financial services industry since 2000. Stuart is currently authorised under Personal Financial Services. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: SMSF Authorisation does NOT include SMSF's

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Financial Planning Association

2004

Diploma of Financial Services (Financial Planning)

Commonwealth Bank

2011

Margin Lending & Geared Investments

Kaplan Professional

2020

AU Inhouse Assessment

Other - AUPFS

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Personal Financial Services Ltd

Jan 2020 - Present Current

SMSF Authorisation does NOT include SMSF's

Commonwealth Financial Planning Limited

Mar 2010 - Oct 2019 Ceased

Source: ASIC Financial Advisers Register