Katrina Gay Financial Planner Report

Name:
Katrina Gay

Rep Number:
000229525

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2014-07-09 onwards

ABN:
31 810 563 956

Licensee
Name:

Number:
000223135

ABN:
24 093 733 969

Appointed By
Name:
Capstone Financial Planning Pty Ltd

Licence Number:
000223135

ABN:
24 093 733 969

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Monash University
Bachelor of Engineering (Hons) - Civil Engineering
Financial Planning Association of Australia (FPA)
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)