KATRINA GAY (Adviser# 000229525) 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 July 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KATRINA GAY |
| Adviser Number | 000229525 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 31810563956 |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000223135 CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 24093733969 |
| Adviser Start Date | 2018-07-01 |
| Appointing Representative Name | NICHOLSON FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 001265225 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Engineering (Hons) | Civil Engineering - Monash University |
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2018-07-01 - | NICHOLSON FINANCIAL PLANNING PTY LTD |
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2014-07-09 - 2018-06-30 | CAPSTONE FINANCIAL PLANNING PTY LTD |
| 000301642 | CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD | 2013-04-30 - 2014-07-08 | KATRINA GAY |
| 000225379 | THE SALISBURY GROUP PTY LTD | 2003-03-01 - 2013-04-24 | KATRINA GAY |
| Licence Name | CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence Number | 000223135 |
| Licence ABN | 24093733969 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BENJAMIN ROBERT JAMES ANDERSON | Capstone Financial Planning Pty Ltd | Current | 2018-08-03 |
| BRETT DAVID GRAHAM | Capstone Financial Planning Pty Ltd | Current | 2018-08-03 |
| ROHAN BENSTEAD | Capstone Financial Planning Pty Ltd | Current | 2018-07-26 |
| PATRICIA LOUISE HALE | Capstone Financial Planning Pty Ltd | Current | 2018-07-16 |
| MAYA JAYARAJAN | Capstone Financial Planning Pty Ltd | Current | 2018-07-15 |
| JOHN PATRICK ATHY | Capstone Financial Planning Pty Ltd | Current | 2018-07-07 |
| ELIZABETH HATTON | Capstone Financial Planning Pty Ltd | Current | 2018-07-07 |
| NEIL JAMES RISPIN | Capstone Financial Planning Pty Ltd | Current | 2018-07-02 |
| KIRSTY ELIZABETH RISPIN | Capstone Financial Planning Pty Ltd | Current | 2018-07-02 |
| VITO D'ALESSANDRI | Capstone Financial Planning Pty Ltd | Current | 2018-07-01 |
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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.