Stuart Graham – Financial Adviser
Adviser identifying number: 1003090
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: SHADFORTH FINANCIAL GROUP LIMITED
Licence number: 318613
Licensee’s ABN: 27127508472
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHADFORTH FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 318613
Authorised Representative’s ABN: 27127508472
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce (B.Com) – University of Melbourne
- Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
- Chartered Financial Analyst – CPA Institute
- Margin Lending and Geared Investments – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Stuart Graham is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility