Victoria Louise Farrelly – Financial Adviser

Adviser identifying number: 1247971
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: CAPITALUS PTY LTD
Licence number: 484866
Licensee’s ABN:
Licence controlled by: John Leslie KERR

The date the Financial Adviser commenced the appointment: 07/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAPITAL FAMILY OFFICE PTY LTD
Authorised Representative identifying number: 1247906
Authorised Representative’s ABN: 94098200527

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Diploma of Financial Planning – Kaplan
• SMSF Specialisation Course – UNSW

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Victoria Louise Farrelly is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Superannuation