Financial Adviser
· BATHURST, NSW
Stuart Cole
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000325932
Stuart Cole is a financial adviser based in Bathurst, New South Wales, with 29 years of experience in the financial services industry since 1997. Stuart is currently authorised under Sjc Advisory, operating through Breakfree Financial Management. 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 Certified Financial Planner from Financial Planning Association. Stuart is a member of Financial Advice Association of Australia (FAAA), SMSF Association and The Institute of Chartered Accountants Australia.
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
1989
Bachelor of Business
Mitchell College of Advanced Education
1991
Chartered Accountant
Institute of Chartered Accountants
2000
Certified Financial Planner
Financial Planning Association
2008
Self Managed Super Funds
Kaplan Professional Education
2011
Margin Lending & Geared Investments
Kaplan Professional Education