Financial Adviser · SHENTON PARK, WA

Stuart Ross Howes

SHENTON PARK, WA

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000308973

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About Stuart Ross Howes

Stuart Ross Howes is a financial adviser based in Shenton Park, Western Australia, with 20 years of experience in the financial services industry since 2006. Stuart is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. 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 Bachelor of Business (Management and Finance) from Edith Cowan University. Stuart 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Tribeca Learning

2007

Bachelor of Business (Management and Finance)

Edith Cowan University

2010

Margin Lending & Geared Investments

Kaplan Professional

2010

SMSF Adviser Education Program

Financial Essentials

2011

ASX Accredited Listed Products Adviser Program

Kaplan Professional

2014

Advanced Diploma of Financial Planning

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Nov 2019 - Present Current

Financial Wisdom Limited

Apr 2012 - Nov 2019 Ceased

WESTERN PACIFIC FINANCIAL GROUP PTY LTD

Mar 2010 - Apr 2012 Ceased

Source: ASIC Financial Advisers Register