Financial Adviser
· BRISBANE, QLD
Blake Thomas Stone
No disciplinary history on record with ASIC
BRISBANE,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000463691
Blake Thomas Stone is a financial adviser based in Brisbane, Queensland, with 12 years of experience in the financial services industry since 2014. Blake is currently authorised under McPherson & Associates, operating through McPherson & Associates. Blake holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Blake's qualifications include a CFP Program from Financial Planning Association of Australia (FPA). Blake is a member of CPA Australia (CPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (Accounting and Finance)
Griffith University
2009
CPA Program
CPA Australia
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
CFP Program
Financial Planning Association of Australia (FPA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional