Sandy Michele Gosper
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003445
- Location
- Erina NSW 2250
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 7 December 2024
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning (1-8), Financial Planning Association of Australia (2002); Certified Financial Planner, Financial Planning Association of Australia (2005); Margin Lending, Kaplan Professional (2013); Self Managed Superannuation Funds, Kaplan Professional (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2018); MAA769 Ethics for Financial Services, Deakin University (2020); Graduate Diploma of Financial Planning, Deakin University (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Sandy Michele Gosper
Sandy Michele Gosper is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Erina, New South Wales (adviser number 001003445).
Sandy provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 7 December 2024.
The register records 1998 as the year Sandy first provided financial advice. The qualifications listed for Sandy include Diploma of Financial Planning (1-8) (Financial Planning Association of Australia, 2002), Certified Financial Planner (Financial Planning Association of Australia, 2005) and Margin Lending (Kaplan Professional, 2013). 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.
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Questions people ask
Is Sandy Michele Gosper a registered financial adviser?
Yes. Sandy Michele Gosper is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003445.
Which licensee does Sandy Michele Gosper work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Sandy Michele Gosper 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.