Vicky Anne Gilroy
Financial Adviser in Rockhampton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000990
- Location
- Rockhampton QLD 4700
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 December 2018
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2008); Margin Lending & Geared Investments, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2016); Self Managed Superannuation Funds accreditation, Kaplan Professional (2018); Bachelor of Business (Accounting), University of Southern Queensland (2024)
- Memberships
- Australian Financial Complaints Authority (AFCA); 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 Vicky Anne Gilroy
On the Financial Advisers Register kept by ASIC, Vicky Anne Gilroy appears as a current financial adviser in Rockhampton, Queensland, adviser number 001000990.
Vicky provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 1 December 2018.
According to the register, Vicky first provided financial advice in 2007. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2008), Margin Lending & Geared Investments (Kaplan Professional, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional, 2016). Professional memberships recorded: Australian Financial Complaints Authority (AFCA) and Financial Advice Association of Australia (FAAA).
Vicky 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 Vicky Anne Gilroy a registered financial adviser?
Yes. Vicky Anne Gilroy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000990.
Which licensee does Vicky Anne Gilroy work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Vicky Anne Gilroy 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.