Christian Gil Beltrame – Financial Adviser
Adviser identifying number: 421981
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
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: 16/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RCB WEALTH ADVISORS PTY LTD
Authorised Representative identifying number: 1240230
Authorised Representative’s ABN: 66611164491
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 Products Adviser (ALPA) Program – Kaplan Professional
- Bachelor of Commerce – Melbourne University
- Chartered Accountant – Chartered Accountants Australia and New Zealand (CA)
- Graduate Diploma of Applied Finance (Financial Planning) – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Christian Gil Beltrame 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
- Margin Lending Facility / Standard Margin Lending Facility