Melissa Jane Healy – Financial Adviser

Adviser identifying number: 259332
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

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: 10/11/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVERALLS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 465367
Authorised Representative’s ABN: 51601196196

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:

• ASX Accredited Listed Product Adviser Program – Kaplan Professional
• Bachelor of Commerce – Australian National University
• Chartered Accountants Program – Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Proper Authority Course – Securities Institute
• Graduate Diploma of Financial Planning – FINSIA

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Taxation Institute of Australia

Melissa Jane Healy 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
• Securities
• Superannuation