LINDA MARGARET CRAWFORD

Licensee: CAPSTONE FINANCIAL PLANNING PTY LTD

LINDA MARGARET CRAWFORD (Adviser# 000458539) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is April 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name LINDA MARGARET CRAWFORD
Adviser Number 000458539
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000223135
CAPSTONE FINANCIAL PLANNING PTY LTD
Licence ABN 24093733969
Adviser Start Date 2017-04-01
Adviser End Date 2017-08-12
Appointing Representative Name TADROS FINANCIAL PLANNING & ADVICE PTY LTD
Appointing Representative Number 001253426
Appointing Representative ABN 29616059182
Further Restrictions Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorisations to provide financial product advice

  • LINDA MARGARET CRAWFORD

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000223135 CAPSTONE FINANCIAL PLANNING PTY LTD
Further restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
2017-04-01 - 2017-08-12 TADROS FINANCIAL PLANNING & ADVICE PTY LTD
000223135 CAPSTONE FINANCIAL PLANNING PTY LTD
Further restrictions: Is only authorised to: provide financial product advice on self managed superannuation funds; arrange to deal in an interest in a self managed superannuation fund; provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; provide class of product advice on the following: superannuation products; and basic deposit products.
2016-03-01 - 2017-03-31 E & C FINANCIAL INVESTMENTS PTY LTD
000231103 FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence controlled by: FIDUCIAN GROUP LIMITED
2014-05-27 - 2015-03-12 LINDA MARGARET CRAWFORD

Licensee Information

Licence Name CAPSTONE FINANCIAL PLANNING PTY LTD
Licence Number 000223135
Licence ABN 24093733969

Financial advisers with the same licensee

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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Dataset Information

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.