Frank Jackowiak – Financial Adviser

Adviser identifying number: 260216
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

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: 01/02/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GREENHILL INSURANCE SERVICES PTY. LTD.
Authorised Representative identifying number: 253772
Authorised Representative’s ABN: 93008262593

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:

• Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
• Certified Insurance Professional (CIP) – Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
• Diploma of Life Insurance – Australian Institute of Insurance (Deakin University Geelong)

Relevant memberships of professional bodies or industry associations:

• Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
• Financial Planning Association of Australia (FPA)

Frank Jackowiak 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility