Helen Stevenson – Financial Adviser

Adviser identifying number: 1239397
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

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: 20/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGIC RETIREMENT SOLUTIONS PTY LTD
Authorised Representative identifying number: 1248926
Authorised Representative’s ABN:

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:

• Accredited Listed Product Adviser Program – Kaplan Professional
• Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
• Diploma of Financial Planning – Deakin University
• Margin Lending Adviser (Personal Advice) – Mentor Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Helen Stevenson 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility