Michaela Ann Gulbin – Financial Adviser

Adviser identifying number: 1247233
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KERR ANDISON AND KENNY FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1247224
Authorised Representative’s ABN: 14612921990

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:

• Bachelor of Business – Swinburne University of Technology
• Diploma of Financial Planning – Mentor Education
• Master of Taxation – The University of New South Wales
• Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education
• Self-Managed Superannuation Fund Auditor – Australian Securities & Investments Commission

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• The Tax Institute

Michaela Ann Gulbin is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation