VICKY ANNE GILROY

Financial Adviser · Rockhampton, QLD

Registered

Registration Number

001000990

Registration Status

Registered

Location

Rockhampton, QLD 4700

Providing Advice Since

2007

Registration Date

01/12/2018

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2008 - Diploma of Financial Planning - - Kaplan Professional
2011 - Margin Lending & Geared Investments - - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - - Kaplan Professional
2018 - Self Managed Superannuation Funds accreditation - - Kaplan Professional
2024 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Southern Queensland

🏢 Professional Memberships

Australian Financial Complaints Authority (AFCA)
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.