KELLIE JEAN KILLGALLON

Financial Adviser ยท Ryde, NSW

Registered

Registration Number

001003794

Registration Status

Registered

Location

Ryde, NSW 2112

Providing Advice Since

2010

Registration Date

12/11/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2003 - Bachelor of Business (Banking & Finance) - - University of South Australia
2004 - Diploma of Financial Planning - - Financial Planning Assocation of Australia
2011 - Margin Lending and Geared Investments - - Kaplan Professional
2013 - Certified Financial Planner - - Financial Planning Association of Australia

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.