BRIONY JADE GOULDTHORP

Financial Adviser ยท Como, WA

Registered

Registration Number

000430767

Registration Status

Registered

Location

Como, WA 6152

Providing Advice Since

2015

Registration Date

08/04/2020

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2010 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University of Technology
2018 - CPA Program - Professional Designations - CPA Australia
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional

๐Ÿข Professional Memberships

CPA Australia (CPA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.