Goba Katuwal – Financial Adviser

Adviser identifying number: 302147
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

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: 01/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SD FINANCE GROUP PTY LTD
Authorised Representative identifying number: 1241461
Authorised Representative’s ABN: 99162701206

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:

• Diploma of Financial Planning – Mentor Education
• Masters Degree in Business Administration – Tribhuvan University
• SMSF Accreditation – Mentor Education

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Institute of Public Accountants (IPA)

Goba Katuwal is authorised to provide advices on following products:

• Superannuation