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