Bernaldo Bernaldo – Financial Adviser

Adviser identifying number: 1243881
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: MBA ADVISERS PTY LTD
Authorised Representative identifying number: 1243668
Authorised Representative’s ABN: 61006279143

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 (Banking & Finance) – Monash University
• Master of Business (Professional Accounting) – Monash University
• Practice of Financial Planning – Integrity Education Group
• Self Managed Superannuation Funds Accreditation – Deakin University
• Superannuation Accreditation – Deakin University

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Bernaldo Bernaldo is authorised to provide advices on following products:

• Superannuation