Cornelis Frederiks – Financial Adviser

Adviser identifying number: 1250811
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: 21/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLEVELAND FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 1250801
Authorised Representative’s ABN: 64616211155

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 in Accountancy – The University of Queensland
• Diploma of Financial Planning – Mentor Education
• Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• Institute of Financial Accountants (IFA)
• Institute of Public Accountants (IPA)
• The Tax Institute (TTI)

Cornelis Frederiks is authorised to provide advices on following products:

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