Financial Adviser
· WICKHAM, NSW
Stuart Thomas Wolfe
No disciplinary history on record with ASIC
WICKHAM,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007275
Stuart Thomas Wolfe is a financial adviser based in Wickham, New South Wales, with 20 years of experience in the financial services industry since 2006. Stuart is currently authorised under Politis Investment Strategies. 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 Master of Taxation from Curtin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Margin Lending
Restrictions: Restricted as per "Letter of Authorisation" issued
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce
University of Newcastle
2008
Diploma of Financial Services (Financial Planning)
Finsia Education
2010
Margin Lending & Geared Investments Statement of Attainment
Kaplan Professional
2011
Self Managed Superannuation Funds Statement of Attainment
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
Master of Taxation
Curtin University
2020
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Professional
Registration History
Restricted as per "Letter of Authorisation" issued
Source: ASIC Financial Advisers Register