Stuart Engel Financial Planner Report

Name:
Stuart Knox Engel

Rep Number:
000436096

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2017-02-01 onwards

Licensee
Name:

Number:
000247105

ABN:
74 099 029 526

Controlled By:

Appointed By
Name:
Wealth Connexion Pty Ltd

Licence Number:
000318317

ABN:
16 127 282 875

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Pinnacle Financial Services Academy
Advanced Diploma of Financial Planning
The University of Western Australia
Bachelor of Arts with First Class Honours in English
Kaplan Professional
Diploma of Financial Services (Financial Planning) FNS50804
Kaplan Professional
Margin Lending
Macquarie University
Master of Business Administration