Stuart Cross

Name
Stuart Cross
ID
1252767
ABN
–
First Provided Advice
1996

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1998 - Series 7,9,10,63 & 65 - Other - NASD
  • 2002 - Superannuation Module - - Securities Institute Education
  • 2003 - SDIA Accreditation Program Assessment - - Securities & Derivatives Industry Association
  • 2013 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
  • 2013 - Margin Lending Tier 1 - Other - Deakin Prime
  • 2013 - PS146 - Professional Diploma in Stockbroking - Professional Designations - Stockbrokers Association of Australia

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Shaw And Partners Limited (#236048)
Commenced
March 14, 2017
Ceased
April 17, 2023
Status
Current
Licence Holder
Openmarkets Australia Limited (#246705)
Commenced
April 17, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Goldman Sachs Australia Pty Ltd (#243346)
Commenced
Feb. 3, 2008
Ceased
March 1, 2013
Status
Ceased
Licence Holder
Jbwere Ltd (#341162)
Commenced
March 30, 2010
Ceased
March 1, 2013
Status
Ceased
Licence Holder
Morgan Stanley Wealth Management Australia Pty Ltd (#240813)
Commenced
March 4, 2013
Ceased
March 6, 2017