Financial Adviser · SURREY HILLS, VIC

Wayne Geoffrey Gutteridge

SURREY HILLS, VIC
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001237586
Currently at
Melbourne, VIC (firm address)

Wayne Geoffrey Gutteridge is a financial adviser based in Surrey Hills, Victoria, with 23 years of experience in the financial services industry since 2003. Wayne is currently authorised under Capstone Financial Planning, operating through Elevate Wealth. Wayne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wayne's qualifications include a Certified Financial Planner Program (CFP) from Financial Planning Association of Australia (FPA). Wayne is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Science
The University of Melbourne
1998
Graduate Diploma in Industrial Relations and Human Resource Management
Melbourne University
2002
Diploma of Financial Planning
Deakin University
2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2010
Certified Financial Planner Program (CFP)
Financial Planning Association of Australia (FPA)
2016
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

May 2021 - Present Current
Nov 2015 - May 2021 Ceased
Jul 2003 - Nov 2015 Ceased

Source: ASIC Financial Advisers Register