TIMOTHY ANDREW CHISHOLM (Adviser# 001001695) 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 July 31, 2017.
| Register Name | Financial Advisers |
| Adviser Name | TIMOTHY ANDREW CHISHOLM |
| Adviser Number | 001001695 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000223135 CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 24093733969 |
| Adviser Start Date | 2017-07-31 |
| Appointing Representative Name | CDG WEALTH PTY LTD |
| Appointing Representative Number | 001243665 |
| Appointing Representative ABN | 43158626325 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
| Further Restrictions | This authorised representative is only authorised to give class of product advice in relation to Securities. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Deakin University |
| Certified Financial Planner | Financial Planning Association of Australia (FPA) |
| Graduate Diploma of Financial Planning | Kaplan Professional |
| SMSF Specialist Advisor | SMSF Association |
| 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. |
2017-07-31 - | CDG WEALTH PTY LTD |
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2016-03-09 - 2017-07-21 | INVESTORS EDGE WEALTH MANAGEMENT PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2015-09-04 - 2016-03-08 | GWM ADVISER SERVICES LIMITED |
| 000289621 |
UNISON WEALTH MANAGEMENT PTY LTD
Licence controlled by: UNISON FINANCIAL GROUP PTY LTD ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 09/03/2016] ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 17/11/2017] ~ VIEPLAN PTY LTD [Date Ceased: 17/11/2017] |
2013-05-20 - 2015-07-27 | UNISON WEALTH MANAGEMENT PTY LTD |
| 000225246 | PERPETUAL SUPERANNUATION LIMITED | 2011-05-01 - 2013-05-01 | |
| 000237661 | FORDHAM INVESTMENT MANAGEMENT PTY LTD | 2008-11-01 - 2011-05-01 |
| 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 |
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| 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.