Sheila Gutierrez Cabacungan – Financial Adviser

Adviser identifying number: 1000229
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: CARNEGIE FINANCIAL PLANNING PTY LTD
Licence number: 389528
Licensee’s ABN: 94128285110
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/02/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CARNEGIE FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 389528
Authorised Representative’s ABN: 94128285110

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 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

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Sheila Gutierrez Cabacungan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility