Financial Adviser
· ROCKHAMPTON, QLD
Vicky Anne Gilroy
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000990
Vicky Anne Gilroy is a financial adviser based in Rockhampton, Queensland, with 19 years of experience in the financial services industry. Vicky is currently authorised under Capstone Financial Planning Pty Ltd. Vicky 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 Bachelor of Business (Accounting) from University of Southern Queensland. Vicky is a member of Australian Financial Complaints Authority (AFCA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Planning
Kaplan Professional
2011
Margin Lending & Geared Investments
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Self Managed Superannuation Funds accreditation
Kaplan Professional
2024
Bachelor of Business (Accounting)
University of Southern Queensland