Barbara Sideras
Financial Adviser in Ringwood, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003834
- Location
- Ringwood VIC 3134
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 14 April 2022
- First provided advice
- 2005
- Qualifications
- Business Law MLC101, Deakin University (2003); Diploma of Financial Services (Financial Planning), Tribeca (2005); Principles of Income Tax Law MLC301, Deakin University (2005); Bachelor of Commerce (Finance), Deakin University (2006); Certified Financial Planner, Financial Planning Association of Australia (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- 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).
- Tax (financial) advice
- Yes
- Register status
- Current
About Barbara Sideras
On the Financial Advisers Register kept by ASIC, Barbara Sideras appears as a current financial adviser in Ringwood, Victoria, adviser number 001003834.
Barbara provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 14 April 2022.
According to the register, Barbara first provided financial advice in 2005. The qualifications listed for Barbara include Business Law MLC101 (Deakin University, 2003), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Principles of Income Tax Law MLC301 (Deakin University, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Barbara is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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).”
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Questions people ask
Is Barbara Sideras a registered financial adviser?
Yes. Barbara Sideras is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003834.
Which licensee does Barbara Sideras work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Barbara Sideras give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "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)."