Financial Adviser
· CLAYTON, VIC
Amy Maree Bumpstead
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294546
Amy Maree Bumpstead is a financial adviser based in Clayton, Victoria, with 4 years of experience in the financial services industry. Amy is currently authorised under Capstone Financial Planning Pty Ltd. Amy 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 (Financial Planning) from RMIT University. Amy 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
BLW14 Business Law
Curtin University
2020
BLW32 Introducton to Australian Tax Law
Curtin University
2021
Bachelor of Business (Financial Planning)
RMIT University
2022
Self Managed Superannuation Funds
Kaplan Professional
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Margin Lending Specialist
Kaplan Professional