Financial Adviser
· ROUSE HILL, NSW
Sheila Gutierrez Cabacungan
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000229
Sheila Gutierrez Cabacungan is a financial adviser based in Rouse Hill, New South Wales, with 30 years of experience in the financial services industry. Sheila is currently authorised under Wealth Forum Pty Ltd. Sheila holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Advice Association Australia. Sheila is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1996
Bachelor of Economics
University of Sydney
2000
Certified Financial Planner
Financial Advice Association Australia
2000
Diploma of Financial Planning
Deakin University
2011
SMSF Specialist Adviser
SMSF Association Australia
2012
Registered Tax (Financial Adviser)
Tax Practitioners Board
2014
Diploma of Australia Tax Law
The Tax Institute of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
FASEA Exam
FASEA