Gina Maria Davidson – Financial Adviser

Adviser identifying number: 428314
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

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: 01/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SONDERGAARD SMSF SPECIALISTS PTY LTD
Authorised Representative identifying number: 1242552
Authorised Representative’s ABN: 86612060867

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 Arts with Honours – University of Wolverhampton
• Chartered Tax Adviser (CTA) – The Tax Institute
• Diploma of Australian Taxation Law – The Tax Institute
• Diploma of Financial Planning – Monarch Institute
• SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

• SMSF Association
• The Tax Institute

Gina Maria Davidson is authorised to provide advices on following products:

• Superannuation