Stuart Cole
Financial Adviser
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About
Stuart Cole is an ASIC-registered financial adviser based in Bathurst, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Business from Mitchell College of Advanced Education (1989), Stuart further solidified his expertise by becoming a Chartered Accountant (1991) and a Certified Financial Planner (2000). He has also completed specialist training in Self Managed Super Funds and Margin Lending & Geared Investments. Stuart's extensive knowledge and experience allow him to provide comprehensive advice across a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. As an active member of the Financial Advice Association of Australia (FAAA), the SMSF Association, and The Institute of Chartered Accountants Australia, Stuart stays at the forefront of industry developments to provide his clients with the most up-to-date and effective strategies. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Stuart today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What services does Stuart Cole provide?
Stuart Cole provides a range of financial services, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Stuart Cole have?
Stuart Cole holds a Bachelor of Business, is a Chartered Accountant, and is a Certified Financial Planner. He also has specialist training in Self Managed Super Funds and Margin Lending & Geared Investments.
How can Stuart Cole help me with my retirement planning?
Stuart can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, projecting future income and expenses, and recommending investment strategies to help you achieve a comfortable retirement.
What professional memberships does Stuart Cole hold?
Stuart is a member of the Financial Advice Association of Australia (FAAA), the SMSF Association, and The Institute of Chartered Accountants Australia.
What can I expect during my first meeting with Stuart Cole?
During your first meeting, Stuart will take the time to understand your financial situation, goals, and concerns. He will then explain his services and how he can help you achieve your financial aspirations. This is a great opportunity to ask any questions you may have and determine if Stuart is the right financial adviser for you.
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