Charlie Trikilis – Financial Adviser

Adviser identifying number: 1241460
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: 01/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KZC HOLDINGS PTY LTD
Authorised Representative identifying number: 1241450
Authorised Representative’s ABN: 86610263477

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:

• Associate Diploma in Business (Accounting) – St George Tafe
• Bachelor of Commerce – The University of Newcastle
• Diploma of Financial Planning – AAMC Training Group
• Registered SMSF Auditor – ASIC
• SMSF Accreditation – AAMC Training Group

Relevant memberships of professional bodies or industry associations:

• Institute of Financial Accountants (IFA)
• Institute of Public Accountants (IPA)
• TAI Practitioners & Advisers Ltd

Charlie Trikilis is authorised to provide advices on following products:

• Superannuation