SHEILA GUTIERREZ CABACUNGAN (Adviser# 001000229) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 11, 2011.
| Register Name | Financial Advisers |
| Adviser Name | SHEILA GUTIERREZ CABACUNGAN |
| Adviser Number | 001000229 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000389528 CARNEGIE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 94128285110 |
| Adviser Start Date | 2011-02-11 |
| Appointing Representative Name | CARNEGIE FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000389528 |
| Appointing Representative ABN | 94128285110 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics (Social Science) | University of Sydney |
| Certified Financial Planner | Financial Planning Association |
| Diploma of Australian Tax Law | The Tax Institute of Australia |
| Diploma of Financial Planning | Deakin University |
| SMSF Specialist Adviser | Self Managed Super Fund Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000389528 | CARNEGIE FINANCIAL PLANNING PTY LTD | 2011-02-11 - | CARNEGIE FINANCIAL PLANNING PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2009-09-14 - 2011-03-18 | SHEILA CABACUNGAN |
| 000235906 |
MERCER SUPERANNUATION (AUSTRALIA) LIMITED
Licence controlled by: Marsh Mercer Holdings (Australia) Pty Ltd |
2006-07-01 - 2009-09-15 | SHEILA CABACUNGAN |
| Licence Name | CARNEGIE FINANCIAL PLANNING PTY LTD |
| Licence Number | 000389528 |
| Licence ABN | 94128285110 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.