RAYMOND WILLIAM GALE

Financial Adviser · Shepparton, VIC

Registered

Registration Number

001002839

Registration Status

Registered

Location

Shepparton, VIC 3630

Providing Advice Since

2007

Registration Date

01/07/2020

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2005 - Master of Commerce - Masters Degree (AQF 9) - Deakin University
2021 - SMSF Knowledge - Certificate (AQF 1-4) - Monarch Institute

🏢 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.