Wayne Geoffrey Gutteridge
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237586
- Location
- Surrey Hills VIC 3127
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 28 May 2021
- First provided advice
- 2003
- Qualifications
- Bachelor of Science, The University of Melbourne (1995); Graduate Diploma in Industrial Relations and Human Resource Management, Melbourne University (1998); Diploma of Financial Planning, Deakin University (2002); Certified Financial Planner Program (CFP), Financial Planning Association of Australia (FPA) (2010); Self Managed Superannuation Funds, Kaplan Professional (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Wayne Geoffrey Gutteridge
On the Financial Advisers Register kept by ASIC, Wayne Geoffrey Gutteridge appears as a current financial adviser in Surrey Hills, Victoria, adviser number 001237586.
Wayne provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 28 May 2021.
According to the register, Wayne first provided financial advice in 2003. The qualifications listed for Wayne include Bachelor of Science (The University of Melbourne, 1995), Graduate Diploma in Industrial Relations and Human Resource Management (Melbourne University, 1998) and Diploma of Financial Planning (Deakin University, 2002). Wayne is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Wayne is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Wayne Geoffrey Gutteridge a registered financial adviser?
Yes. Wayne Geoffrey Gutteridge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237586.
Which licensee does Wayne Geoffrey Gutteridge work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Wayne Geoffrey Gutteridge 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.