Financial Adviser
· TRANMERE, SA
Cassandra Sorby-adams
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237043
Cassandra Sorby-adams is a financial adviser based in Tranmere, South Australia, with 11 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 Graduate Diploma 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
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Self Managed Superannuation Funds
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Tax and Commercial Law FPC006
Kaplan Professional
2021
Economic and Legal Context for Financial Planning FPC0001B
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Authorisation includes ability to provide advice on SMSF but excludes Margin Lending and credit advice
Not Authorised to provide Self Managed Superannuation advice
Source: ASIC Financial Advisers Register