Financial Adviser · MOUNT GAMBIER, SA

Marion Jean Kilsby

27 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000242953

Marion Jean Kilsby is a financial adviser based in Mount Gambier, South Australia, with 27 years of experience in the financial services industry. Marion is currently authorised under Capstone Financial Planning Pty Ltd. Marion 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 Diploma of Financial Planning from Financial Planning Association of Australia. Marion 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Financial Planning Association of Australia

2006

Diploma of Financial Services (Finance/Mortgage Broking Management)

Plan Connect

Registration History

Capstone Financial Planning Pty Ltd

Dec 2021 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Consultum Financial Advisers Pty Ltd

Jun 2021 - Dec 2021 Ceased

GWM ADVISER SERVICES PTY LTD

Dec 2003 - May 2021 Ceased

Source: ASIC Financial Advisers Register