Sheila Gutierrez Cabacungan
Financial Adviser in Rouse Hill, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000229
- Location
- Rouse Hill NSW 2155
- Licensee
- Wealth Forum Pty Ltd (AFSL 389528)
- Authorised since
- 11 February 2011
- First provided advice
- 1996
- Qualifications
- Bachelor of Economics, University of Sydney (1996); Certified Financial Planner, Financial Advice Association Australia (2000); Diploma of Financial Planning, Deakin University (2000); SMSF Specialist Adviser, SMSF Association Australia (2011); Registered Tax (Financial Adviser), Tax Practitioners Board (2012); Diploma of Australia Tax Law, The Tax Institute of Australia (2014); Ethics and Professionalism in Financial Advice, Kaplan (2020); FASEA Exam, FASEA (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Sheila Gutierrez Cabacungan
On the Financial Advisers Register kept by ASIC, Sheila Gutierrez Cabacungan appears as a current financial adviser in Rouse Hill, New South Wales, adviser number 001000229.
Advice is given under the Australian financial services licence of Wealth Forum Pty Ltd, licence number 389528. That authorisation dates from 11 February 2011.
According to the register, Sheila first provided financial advice in 1996. Qualifications and training on file include Bachelor of Economics (University of Sydney, 1996), Certified Financial Planner (Financial Advice Association Australia, 2000) and Diploma of Financial Planning (Deakin University, 2000). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Sheila 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 Sheila Gutierrez Cabacungan a registered financial adviser?
Yes. Sheila Gutierrez Cabacungan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000229.
Which licensee does Sheila Gutierrez Cabacungan work under?
Wealth Forum Pty Ltd, Australian financial services licence 389528.
What can Sheila Gutierrez Cabacungan 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.