Financial Adviser
· MELBOURNE, VIC
Stuart Lachlan Wemyss
No disciplinary history on record with ASIC
MELBOURNE,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253585
About Stuart Lachlan Wemyss
Stuart Lachlan Wemyss is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Stuart is currently authorised under Prosolution Group. 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 Bachelor of Commerce from Deakin University. Stuart is a member of Chartered Accountants Australia and New Zealand (CA ANZ), MFAA and PIPA.
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
1996
Bachelor of Commerce
Deakin University
1999
Professional Year
Chartered Accountants Australia & New Zealand
2001
Graduate Diploma of Applied Financial & Investment
Securities Institute of Australia (now Kaplan)
2005
Diploma of Financial Services (Financial Planning)
Investment Banking Institute
2005
Diploma of Financial Services (Mortgage Broking)
PLAN Connect