JASON FUNG (Adviser# 000300805) 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 14, 2016.
| Register Name | Financial Advisers |
| Adviser Name | JASON FUNG |
| Adviser Number | 000300805 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000223135 CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 24093733969 |
| Adviser Start Date | 2016-11-14 |
| Appointing Representative Name | ACQUIRE STRATEGIC ADVISERS PTY LTD |
| Appointing Representative Number | 000428653 |
| Appointing Representative ABN | 57160077065 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan Education Pty Limited |
| Bachelor of Commerce in Financial Planning and Investment | Griffith University |
| Certificate IV in Financial Services (Finance / Mortgage Broking) | The National Finance Institute |
| Margin Lending and Geared Investments | Kaplan Education Pty Limited |
| Self Managed Superannuation Funds | Kaplan Education Pty Limited |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2016-11-14 - | ACQUIRE STRATEGIC ADVISERS PTY LTD |
| 000414256 |
AIW DEALER SERVICES PTY LTD
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD |
2016-03-22 - 2016-11-14 | AIW DEALER SERVICES PTY LTD |
| 000323825 | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED | 2015-06-26 - 2016-03-11 | VOW WEALTH MANAGEMENT PTY. LTD. |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2011-10-06 - 2014-11-17 | |
| 000238030 | WEALTHSURE PTY LTD | 2006-05-03 - 2011-08-19 | JASON FUNG |
| 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.