SARAH ELIZABETH MILOSEVIC (Adviser# 001244075) 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, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SARAH ELIZABETH MILOSEVIC |
| Adviser Number | 001244075 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000223135 CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 24093733969 |
| Adviser Start Date | 2016-07-01 |
| Appointing Representative Name | SMPFP PTY LTD |
| Appointing Representative Number | 001243671 |
| Appointing Representative ABN | 81613136093 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) SMSF Association |
| 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. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Accounting & Finance) | University of Adelaide |
| Graduate Diploma of Financial Planning | Finsia |
| Professional Certificate in Self Managed Superannuation Funds | University of Adelaide |
| SMSF Specialist Advisor | Self Managed Super Fund Association |
| 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 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. |
2016-07-01 - | SMPFP PTY LTD |
| 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.