Financial Adviser · EAST BUNDABERG, QLD

Cassandra Joy Brockway

22 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001003364

Cassandra Joy Brockway is a financial adviser based in East Bundaberg, Queensland, with 22 years of experience in the financial services industry. Cassandra is currently authorised under Alliance Wealth 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 Certified Financial Planner (CFP) Education Program from FPA Australia. Cassandra is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma Financial of Services (Financial Planning)

Integratec Training

2005

Advanced Diploma of Financial Services (Financial Planning)

Tribeca Learning

2008

Certified Financial Planner (CFP) Education Program

FPA Australia

2010

RG146 Margin Lending

MLC ThreeSixty

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education

2024

Accredited Aged Care Professional Program

Aged Care Steps

Registration History

Alliance Wealth Pty Ltd

Mar 2024 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Consultum Financial Advisers Pty Ltd

Jun 2021 - Feb 2024 Ceased

GWM ADVISER SERVICES PTY LTD

Jul 2019 - May 2021 Ceased

Westpac Banking Corporation

Jun 2014 - Jun 2019 Ceased

National Australia Bank Limited

Aug 2006 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register