Damian Grech – Financial Adviser

Adviser identifying number: 305952
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

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: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TP SUPER ADVICE PTY LTD
Authorised Representative identifying number: 1243667
Authorised Representative’s ABN: 41612160620

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:

• Bachelor of Business (Accounting) – University of Western Sydney
• RG146 Accreditations – Pinnacle Financial Services Academy
• RG146 Financial Planning Accreditation – CPA Australia
• SMSF Specialist Advisor – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Damian Grech is authorised to provide advices on following products:

• Superannuation