GLYNIS SHEA

Financial Adviser Β· Devonport, TAS

Registered

Registration Number

000385543

Registration Status

Registered

Location

Devonport, TAS 7310

Providing Advice Since

2002

Registration Date

29/06/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

ABN (Australian Business Number)

73929913423

πŸ“š Qualifications & Training

2003 - Diploma of Financial Services (Financial Planning) - - Integratec (Aust)
2004 - Advanced Diploma of Financial Services (Financial Planning) - - Integratec (Aust)
2011 - Margin Lending & Geared Investments - Professional Designations - Kaplan Professional
2011 - Self Managed Superannuation Funds - - Kaplan Professional
2016 - Accredited Aged Care Professional - - Aged Care Steps (ACS)

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ 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.