Jacqueline Marie Chellew – Financial Adviser
Adviser identifying number: 1240911
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: 01/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NUTWOOD ADVICE PTY LTD
Authorised Representative identifying number: 1252381
Authorised Representative’s ABN: 89617041960
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 – Deakin University
- Diploma of Financial Planning – International Institute of Technology
- SMSF Specialist Advisor – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations: SMSF Association
Jacqueline Marie Chellew is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation