PAUL BRONSON (Adviser# 000292203) 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 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PAUL BRONSON |
| Adviser Number | 000292203 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000223135 CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 24093733969 |
| Adviser Start Date | 2018-07-01 |
| Appointing Representative Name | BRONSON FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000316834 |
| Appointing Representative ABN | 12126883538 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Product Adviser (ALPA Program) | Kaplan Professional |
| Bachelor of Commerce | Griffith University |
| Diploma of Financial Services | Tribeca |
| Master of Business Administration | Griffith University |
| Self Managed Superannuation Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2018-07-01 - | BRONSON FINANCIAL SERVICES PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2017-01-02 - 2018-06-28 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2012-03-20 - 2017-01-01 | CHARTER FINANCIAL PLANNING LIMITED |
| 000297239 | A.C.N. 116 900 362 LIMITED | 2006-04-12 - 2012-03-19 |
| 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.