Financial Adviser · MAROOCHYDORE, QLD

Cassandra Norma Sewell

22 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 001003536

Cassandra Norma Sewell is a financial adviser based in Maroochydore, Queensland, with 22 years of experience in the financial services industry. Cassandra is currently authorised under Infocus Securities Australia 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional.

Authorised to Advise On

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

Restrictions: Superannuation excludes SMSF advice and Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Margin Lending & Geared Investments

Kaplan

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

May 2020 - Present Current

Superannuation excludes SMSF advice and Securities excludes direct equities advice

SUNCORP FINANCIAL SERVICES PTY LTD

Jun 2004 - Mar 2020 Ceased

Superannuation excludes SMSF Advice

Source: ASIC Financial Advisers Register