Jamie Phillip Fleming – Financial Adviser

Adviser identifying number: 448943
Status: Current
Adviser’s ABN:
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: 18/11/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CARR – JEFFERY PTY LTD
Authorised Representative identifying number: 297634
Authorised Representative’s ABN: 88117962955

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:

• Diploma of Financial Advising – Securities Institute of Australia
• Financial Plan Construction and Review (DFP8) – Financial Planning Association of Australia (FPA)

Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australasia (FINSIA)

Jamie Phillip Fleming 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