Ashley Collins – Financial Adviser

Adviser identifying number: 334402
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

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: 08/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COLLINSFP PTY LTD
Authorised Representative identifying number: 435908
Authorised Representative’s ABN: 16162342467

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:

  • ASX Accredited Listed Product Adviser Program – Kaplan Professional
  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Bachelor of Business (Accounting & Finance) – Swinburne University of Technology
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Ashley Collins 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