Domenic Daniel Coppola – Financial Adviser

Adviser identifying number: 1243942
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: CORE SUPER PTY. LTD.
Authorised Representative identifying number: 1243665
Authorised Representative’s ABN: 43158626325

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 Commerce (Accounting & Finance) – Monash University
  • RG146 Accreditations – Terra Cordis
  • Self Managed Superannuation Funds Specialist Course – SMSF Strategies & Now Infinity

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

Domenic Daniel Coppola is authorised to provide advices on following products:

  • Superannuation