GARRY WILLS (Adviser# 000242134) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is November 27, 2017.
| Register Name | Financial Advisers |
| Adviser Name | GARRY WILLS |
| Adviser Number | 000242134 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000223135 CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 24093733969 |
| Adviser Start Date | 2017-11-27 |
| Appointing Representative Name | VISION FINANCIAL PTY LTD |
| Appointing Representative Number | 000433995 |
| Appointing Representative ABN | 82160752723 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | This authorised representative is only authorised to give class of product advice in relation to Securities. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate in Applied Self-Managed Super Fund Advice | Tower Trust |
| Diploma of Financial Services (Financial Planning) | Integratec |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223135 |
CAPSTONE FINANCIAL PLANNING PTY LTD
Further restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities. |
2017-11-27 - | VISION FINANCIAL PTY LTD |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Superannuation: Not authorised to provide SMSF advice. |
2016-11-04 - 2017-10-02 | RI ADVICE GROUP PTY LTD |
| 000323825 | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED | 2014-10-24 - 2016-08-26 | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2013-07-19 - 2014-09-30 | |
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2013-02-08 - 2013-07-01 | |
| 000264125 | EASTON WEALTH AUSTRALIA PTY LTD | 2011-05-31 - 2011-11-07 | |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2010-07-26 - 2010-11-29 |
| Licence Name | CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence Number | 000223135 |
| Licence ABN | 24093733969 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BENJAMIN ROBERT JAMES ANDERSON | Capstone Financial Planning Pty Ltd | Current | 2018-08-03 |
| BRETT DAVID GRAHAM | Capstone Financial Planning Pty Ltd | Current | 2018-08-03 |
| ROHAN BENSTEAD | Capstone Financial Planning Pty Ltd | Current | 2018-07-26 |
| PATRICIA LOUISE HALE | Capstone Financial Planning Pty Ltd | Current | 2018-07-16 |
| MAYA JAYARAJAN | Capstone Financial Planning Pty Ltd | Current | 2018-07-15 |
| JOHN PATRICK ATHY | Capstone Financial Planning Pty Ltd | Current | 2018-07-07 |
| ELIZABETH HATTON | Capstone Financial Planning Pty Ltd | Current | 2018-07-07 |
| NEIL JAMES RISPIN | Capstone Financial Planning Pty Ltd | Current | 2018-07-02 |
| KIRSTY ELIZABETH RISPIN | Capstone Financial Planning Pty Ltd | Current | 2018-07-02 |
| KATRINA GAY | Capstone Financial Planning Pty Ltd | Current | 2018-07-01 |
Please comment or provide details below to improve the information on .
| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.