Cassandra Joy Brockway
Financial Adviser in East Bundaberg, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003364
- Location
- East Bundaberg QLD 4670
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 March 2024
- First provided advice
- 2004
- Qualifications
- Diploma Financial of Services (Financial Planning), Integratec Training (2004); Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (2005); Certified Financial Planner (CFP) Education Program, FPA Australia (2008); RG146 Margin Lending, MLC ThreeSixty (2010); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021); Accredited Aged Care Professional Program, Aged Care Steps (2024)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Cassandra Joy Brockway
Cassandra Joy Brockway is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Bundaberg, Queensland (adviser number 001003364).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 1 March 2024.
According to the register, Cassandra first provided financial advice in 2004. The qualifications listed for Cassandra include Diploma Financial of Services (Financial Planning) (Integratec Training, 2004), Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2005) and Certified Financial Planner (CFP) Education Program (FPA Australia, 2008). Cassandra is recorded as a member of Certified Financial Planner (CFP) of FAAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Cassandra Joy Brockway a registered financial adviser?
Yes. Cassandra Joy Brockway is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003364.
Which licensee does Cassandra Joy Brockway work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Cassandra Joy Brockway give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF."