Financial Adviser
· GLANDORE, SA
Stuart James Roe
No disciplinary history on record with ASIC
GLANDORE,
SA
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277708
Stuart James Roe is a financial adviser based in Glandore, South Australia, with 22 years of experience in the financial services industry since 2004. Stuart is currently authorised under Advice Evolution. 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Advanced Diploma of Financial Services (Financia
Tribeca (Kaplan Professional)
2007
Diploma of Financial Services (Financial Plannin
Tribeca (Kaplan Professional)
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities & Standard Margin Lending.
Source: ASIC Financial Advisers Register