Stuart Gilchrist
Financial Adviser
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About
Stuart Gilchrist is an ASIC-registered financial adviser based in Bathurst, NSW, dedicated to helping clients achieve their financial goals. With extensive experience and qualifications, including an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) both from Kaplan (2007), Stuart possesses a solid foundation in financial planning principles. He has also completed specialized training in SMSF (eFinancial Essentials, 2009), Margin Lending and Geared Investments (Kaplan, 2010), and ALPA (Kaplan, 2015), further enhancing his expertise. Stuart is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Stuart is committed to providing tailored financial solutions that meet the unique needs of each client. His services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Stuart Gilchrist today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Stuart Gilchrist provide?
Stuart Gilchrist offers a range of financial services, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He can help you create a personalized financial plan to achieve your goals.
What qualifications does Stuart Gilchrist have?
Stuart Gilchrist holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) both from Kaplan (2007). He has also completed specialized training in SMSF, Margin Lending and Geared Investments, and ALPA.
How does Stuart Gilchrist develop a financial plan?
Stuart works closely with each client to understand their individual circumstances, financial goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives.
What can I expect during my first consultation with Stuart Gilchrist?
During your initial consultation, Stuart will discuss your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your financial aspirations. This is an opportunity for you to ask questions and determine if Stuart is the right financial adviser for you.
Does Stuart Gilchrist provide advice on insurance?
Yes, Stuart Gilchrist is authorized to provide advice on various types of insurance, including investment life insurance and life risk insurance. He can help you determine the appropriate level of coverage to protect you and your family.
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