Data sourced from ASIC Financial Advisers Register
Financial Adviser · BIRKDALE, QLD

Cassandra Troy

20 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000303873

Cassandra Troy is a financial adviser based in Birkdale, Queensland, with 20 years of experience in the financial services industry. Cassandra is currently authorised under Capstone Financial Planning Pty Ltd. Cassandra 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 Master of Financial Planning from Kaplan Professional. Cassandra is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
FINSIA
2011
Margin Lending and Geared Investments
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Self Managed Superannuation Funds
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Master of Financial Planning
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
May 2018 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Infocus Securities Australia Pty Ltd
Oct 2017 - Apr 2018 Ceased
Direct Equities excludes direct equities advice
Capstone Financial Planning Pty Ltd
Feb 2017 - Oct 2017 Ceased
This authorised representative is only authorised to give class of product advice in relation to Securities.
Professional Investment Services Pty Ltd
May 2008 - Feb 2017 Ceased
Restricted from giving advice in Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register