Philippa Walters
Financial Adviser in Gladstone, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000307394
- Location
- Gladstone QLD 4680
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 27 October 2017
- First provided advice
- 1990
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2003); Certified Financial Planner, Financial Planning Association of Australia (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2017); Self Managed Superannuation Fund, Kaplan Professional (2018)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Philippa Walters
On the Financial Advisers Register kept by ASIC, Philippa Walters appears as a current financial adviser in Gladstone, Queensland, adviser number 000307394.
Philippa provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 27 October 2017.
According to the register, Philippa first provided financial advice in 1990. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia, 2003), Certified Financial Planner (Financial Planning Association of Australia, 2010) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Philippa is recorded as a member of Financial Advice Association of Australia (FAAA).
Philippa 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 Philippa Walters a registered financial adviser?
Yes. Philippa Walters is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000307394.
Which licensee does Philippa Walters work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Philippa Walters 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.