Cassandra Sorby-Adams
Financial Adviser in Tranmere, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237043
- Location
- Tranmere SA 5073
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 15 December 2022
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Self Managed Superannuation Funds, Kaplan Professional (2016); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Accredited Listed Product Adviser Program, Kaplan Professional (2018); Tax and Commercial Law FPC006, Kaplan Professional (2019); Economic and Legal Context for Financial Planning FPC0001B, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Cassandra Sorby-Adams
Cassandra Sorby-Adams is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Tranmere, South Australia (adviser number 001237043).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 15 December 2022.
According to the register, Cassandra first provided financial advice in 2015. The qualifications listed for Cassandra include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Self Managed Superannuation Funds (Kaplan Professional, 2016) and Advanced Diploma of Financial Planning (Kaplan Professional, 2017). Cassandra is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Cassandra Sorby-Adams a registered financial adviser?
Yes. Cassandra Sorby-Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237043.
Which licensee does Cassandra Sorby-Adams work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Cassandra Sorby-Adams 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.