Data sourced from ASIC Financial Advisers Register
Financial Adviser · RINGWOOD, VIC

Barbara Sideras

RINGWOOD, VIC
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003834
Currently at
Bks Wealth Solutions
Melbourne, VIC (firm address)
View firm profile

About Barbara Sideras

Barbara Sideras is a financial adviser based in Ringwood, Victoria, with 21 years of experience in the financial services industry since 2005. Barbara is currently authorised under Capstone Financial Planning, operating through Bks Wealth Solutions. Barbara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Barbara's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Barbara is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2003
Business Law MLC101
Deakin University
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2005
Principles of Income Tax Law MLC301
Deakin University
2006
Bachelor of Commerce (Finance)
Deakin University
2010
Certified Financial Planner
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Apr 2022 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Commonwealth Financial Planning Limited
May 2021 - Dec 2021 Ceased
Not authorised to provide personal advice on Securities, SMSF & Standard Margin Lending.
Commonwealth Financial Planning Limited
Jun 2017 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities, SMSF
Commonwealth Financial Planning Limited
Feb 2005 - Jan 2016 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register