Financial Adviser · SPRING HILL, QLD

Brendan Stone

SPRING HILL, QLD

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000440871

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

Brendan Stone is a financial adviser based in Spring Hill, Queensland, with 28 years of experience in the financial services industry since 1998. Brendan is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Brendan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brendan's qualifications include a Bachelor of Business from Queensland University of Technology. Brendan is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

1997

Bachelor of Business

Queensland University of Technology

2003

Diploma of Financial Planning

Financial Planning Association

2011

Margin Lending & Geared Investments

Kaplan Professional

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

Registration History

Matrix Planning Solutions Limited

Feb 2020 - Present Current

Financial Wisdom Limited

Jun 2013 - Feb 2020 Ceased

Not authorised to provide personal advice on Securities

WHITTAKER MACNAUGHT PTY. LTD.

Mar 2010 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register