JEMMA BAILEY

Financial Adviser · Dalby, QLD

Registered

Registration Number

001272318

Registration Status

Registered

Location

Dalby, QLD 4405

Providing Advice Since

2018

Registration Date

14/09/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2012 - Bachelor of Business Management - Bachelor Degree (AQF 7) - The University of Queensland
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - Accredited Listed Product Adviser Program (ALPA) - Other - Kaplan Education Pty Ltd
2025 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited

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.