Tania Magon – Financial Adviser

Adviser identifying number: 1241393
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

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: 29/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MAVEN ADVISORS PTY LTD
Authorised Representative identifying number: 1241391
Authorised Representative’s ABN: 11609598638

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:

• Graduate Certificate in Professional Accounting – University of New England
• Master of Commerce (Professional Accounting) – University of New England
• SMSF Specialist Advisor Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Institute of Public Accountants (IPA)
• National Tax & Accountants’ Association (NTAA)
• SMSF Association

Tania Magon is authorised to provide advices on following products:

• Superannuation