Garry Bart Lawler – Financial Adviser

Adviser identifying number: 1247398
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: 01/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NORTHCORP AFS PTY LTD
Authorised Representative identifying number: 1247394
Authorised Representative’s ABN: 69611242632

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 Diploma of Business (Accounting) – TAFE NSW
  • Bachelor of Commerce – The University of Southern Queensland
  • CA SMSF Specialist – The Institute of Chartered Accountants Australia
  • Financial Planning & Superannuation RG146 Accreditations – Kaplan Professional Education
  • Graduate Diploma (ICAA) – The Institute of Chartered Accountants

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Garry Bart Lawler is authorised to provide advices on following products:

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