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