Simone Leanne Davis – Financial Adviser

Adviser identifying number: 1243841
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: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILSON PORTER SUPERANNUATION ADVISORS PTY LTD
Authorised Representative identifying number: 1243672
Authorised Representative’s ABN: 21611632421

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 – Charles Sturt University
• CA SMSF Specialist – Chartered Accountants Australia and New Zealand (CA)
• Diploma of Financial Planning – Kaplan Professional
• SMSF Specialisation Course – University of New South Wales
• Securities & Managed Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Simone Leanne Davis is authorised to provide advices on following products:

• Superannuation