ROHAN BENSTEAD (Adviser# 001001580) 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 26, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ROHAN BENSTEAD |
| Adviser Number | 001001580 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000223135 CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 24093733969 |
| Adviser Start Date | 2018-07-26 |
| Appointing Representative Name | KALPA WEALTH PTY LTD |
| Appointing Representative Number | 001266313 |
| Memberships |
Financial Planning Association of Australia (FPA) Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Deakin University |
| Graduate Diploma of Financial Planning | Kaplan |
| Margin Lending and Geared Investments | Kaplan |
| Master of Applied Finance | Kaplan |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2018-07-26 - | KALPA WEALTH PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2018-03-28 - 2018-07-06 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000436121 |
APT WEALTH PARTNERS PTY LTD
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust |
2015-08-28 - 2018-02-12 | APT WEALTH PARTNERS PTY LTD |
| 000239690 |
DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Licence controlled by: DPM Pty Ltd |
2012-10-22 - 2015-08-07 | DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD |
| 000237502 | MACQUARIE BANK LIMITED | 2010-06-01 - 2012-01-31 |
| 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 |
| 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 |
| VITO D'ALESSANDRI | 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.