Patricia Mary Symons – Financial Adviser

Adviser identifying number: 245245
Status: Current
Adviser’s ABN: 11208502892
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLEVELAND FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 001250801
Authorised Representative’s ABN: 64616211155

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Planning – Mentor Education
• Certificate IV in Finance and Mortgage Broking – Kaplan Professional Education
• Margin Lending – Knowledge & Skills – Kaplan Professional Education
• Risk Management for Financial Services Professionals – Integratec
• Self Managed Superannuation Funds – Tribeca

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Patricia Mary Symons is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility