Financial Adviser · ERINA, NSW

Fiona Castle

ERINA, NSW

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001252615

Currently at

Principle Financial Group

East Gosford, NSW (firm address)

View firm profile

Fiona Castle is a financial adviser based in Erina, New South Wales, with 9 years of experience in the financial services industry since 2017. Fiona is currently authorised under Principle Financial Group. Fiona holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Fiona's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2013

Diploma of Financial Planning

Kaplan Professional Education

2016

Securities & Managed Investments

Kaplan Professional Education

2017

Accredited Aged Care Professional

Aged Care Steps

2018

Advanced Diploma of Financial Planning

Kaplan Professional Education

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Principle Financial Group Pty Ltd

Sep 2019 - Present Current

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2018 - Aug 2019 Ceased

Excluding Self Managed Superannuation Funds

SECURITOR FINANCIAL GROUP PTY LIMITED

Mar 2017 - Dec 2018 Ceased

Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register