Glenn David Pearce – Financial Adviser

Adviser identifying number: 1243892
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: OTG FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1243689
Authorised Representative’s ABN: 22611222176

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:

• Advanced Diploma of Accounting – North Coast Institute
• Bachelor of Business (Accounting) – Charles Sturt University
• Certificate III in Financial Services – AAMC Training Group
• Diploma of Financial Planning – AAMC Training Group

Relevant memberships of professional bodies or industry associations: Institute of Public Accountants (IPA)

Glenn David Pearce is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation