Benjamin Healey – Financial Adviser

Adviser identifying number: 1252404
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

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: 01/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPECIALISTS OF SMSF PTY LTD
Authorised Representative identifying number: 1247239
Authorised Representative’s ABN: 31600055178

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 – Southern Cross University
• Financial advice foundation units – CPA Australia (CPA)
• Graduate Diploma (ICAA) – Chartered Accountants Australia and New Zealand (CA)

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

Benjamin Healey is authorised to provide advices on following products:

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