Cassandra Troy
Financial Adviser in Birkdale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000303873
- Location
- Birkdale QLD 4159
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 May 2018
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), FINSIA (2007); Margin Lending and Geared Investments, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Self Managed Superannuation Funds, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Professional (2021); Master 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, standard margin lending
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Cassandra Troy
On the Financial Advisers Register kept by ASIC, Cassandra Troy appears as a current financial adviser in Birkdale, Queensland, adviser number 000303873.
Cassandra provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 1 May 2018.
The register records 2006 as the year Cassandra first provided financial advice. The qualifications listed for Cassandra include Diploma of Financial Services (Financial Planning) (FINSIA, 2007), Margin Lending and Geared Investments (Kaplan Professional, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional, 2017). Professional memberships recorded: 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 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.”
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Questions people ask
Is Cassandra Troy a registered financial adviser?
Yes. Cassandra Troy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000303873.
Which licensee does Cassandra Troy work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Cassandra Troy 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."