Maritza Kriel
Financial Adviser in Wakerley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000454079
- Location
- Wakerley QLD 4154
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 30 June 2021
- First provided advice
- 2014
- Qualifications
- Master of Commerce in Economics, University of Free State South Africa (2006); Advanced Diploma in Financial Planning, University of Free State South Africa (2007); Diploma of Financial Planning, Monarch Institute (2014); Self-Managed Superannuation Funds accreditation, Monarch Institute (2014); Graduate Diploma of Financial Planning, Kaplan (2024)
- 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 Maritza Kriel
Maritza Kriel is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wakerley, Queensland (adviser number 000454079).
Maritza provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 30 June 2021.
According to the register, Maritza first provided financial advice in 2014. Qualifications and training on file include Master of Commerce in Economics (University of Free State South Africa, 2006), Advanced Diploma in Financial Planning (University of Free State South Africa, 2007) and Diploma of Financial Planning (Monarch Institute, 2014). 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 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 Maritza Kriel a registered financial adviser?
Yes. Maritza Kriel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000454079.
Which licensee does Maritza Kriel work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Maritza Kriel 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.