Jeanette Patricia Hoepper – Financial Adviser
Adviser identifying number: 1240599
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: 01/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HOEPPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1240589
Authorised Representative’s ABN: 60610764399
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:
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Relevant qualifications and training:
- Bachelor of Business (Accountancy) – University College of Southern Queensland
- CA SMSF Specialist – Chartered Accountants Australia and New Zealand (CA)
- Diploma of Financial Planning – Kaplan Professional
- Registered SMSF Auditor – Australian Securities & Investments Commission
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Jeanette Patricia Hoepper is authorised to provide advices on following products:
- Superannuation