Fiona Castle
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001252615
- Location
- Erina NSW 2250
- Licensee
- Principle Financial Group Pty Ltd (AFSL 516203)
- Authorised since
- 2 September 2019
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Kaplan Professional Education (2013); Securities & Managed Investments, Kaplan Professional Education (2016); Accredited Aged Care Professional, Aged Care Steps (2017); Advanced Diploma of Financial Planning, Kaplan Professional Education (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Fiona Castle
Fiona Castle is a financial adviser in Erina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001252615.
Advice is given under the Australian financial services licence of Principle Financial Group Pty Ltd, licence number 516203. That authorisation dates from 2 September 2019.
According to the register, Fiona first provided financial advice in 2017. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional Education, 2013), Securities & Managed Investments (Kaplan Professional Education, 2016) and Accredited Aged Care Professional (Aged Care Steps, 2017).
Fiona 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.
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Questions people ask
Is Fiona Castle a registered financial adviser?
Yes. Fiona Castle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001252615.
Which licensee does Fiona Castle work under?
Principle Financial Group Pty Ltd, Australian financial services licence 516203.
What can Fiona Castle 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.