SHEILA GUTIERREZ CABACUNGAN

Financial Adviser ยท Rouse Hill, NSW

Registered

Registration Number

001000229

Registration Status

Registered

Location

Rouse Hill, NSW 2155

Providing Advice Since

1996

Registration Date

11/02/2011

Financial Services Licensee

WEALTH FORUM PTY LTD

Licence #000389528

๐Ÿ“š Qualifications & Training

1996 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney
2000 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2011 - SMSF Specialist Adviser - Professional Designations - SMSF Association Australia
2012 - Registered Tax (Financial Adviser) - Professional Designations - Tax Practitioners Board
2014 - Diploma of Australia Tax Law - Graduate Diploma (AQF 8) - The Tax Institute of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - FASEA Exam - Other - FASEA

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

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.