Tracy Michelle Dyer
Financial Adviser in Erina, New South Wales, Australia
Review Tracy Michelle Dyer
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001004647
- Location
- Erina NSW 2250
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 14 November 2018
- First provided advice
- 1999
- Qualifications
- SMSF Adviser Education Program, Securitor (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional (2010)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Tracy Michelle Dyer
Tracy Michelle Dyer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Erina, New South Wales (adviser number 001004647).
Tracy provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 14 November 2018.
According to the register, Tracy first provided financial advice in 1999. The qualifications listed for Tracy include SMSF Adviser Education Program (Securitor, 2009), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Tracy 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.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
Reviews
Nobody has reviewed Tracy Michelle Dyer here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Tracy Michelle Dyer a registered financial adviser?
Yes. Tracy Michelle Dyer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004647.
Which licensee does Tracy Michelle Dyer work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Tracy Michelle Dyer 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."