Jason Fung – Financial Adviser

Adviser identifying number: 300805
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: 14/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACQUIRE STRATEGIC ADVISERS PTY LTD
Authorised Representative identifying number: 428653
Authorised Representative’s ABN: 57160077065

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 Education Pty Limited
• Bachelor of Commerce in Financial Planning and Investment – Griffith University
• Certificate IV in Financial Services (Finance / Mortgage Broking) – The National Finance Institute
• Margin Lending and Geared Investments – Kaplan Education Pty Limited
• Self Managed Superannuation Funds – Kaplan Education Pty Limited

Relevant memberships of professional bodies or industry associations:

Jason Fung 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