Abinash Dhungel – Financial Adviser

Adviser identifying number: 307551
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

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: 08/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AD ADVISORY FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1249524
Authorised Representative’s ABN: 69614053780

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 Financial Services (Financial Planning) – Kaplan Professional Education
  • Diploma of Australian Taxation Law – The Tax Institute
  • Graduate Diploma of Financial Planning – Kaplan Professional Education
  • Master of Business Administration – Macquarie University
  • Master of Commerce (Public Accountancy) – University of New England

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Institute of Public Accountants (IPA)
  • SMSF Association
  • Taxation Institute of Australia (TIA)

Abinash Dhungel 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
  • Securities
  • Superannuation