Karen Lee Lotter – Financial Adviser

Adviser identifying number: 1247243
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: 01/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPECIALISTS OF SMSF PTY LTD
Authorised Representative identifying number: 1247239
Authorised Representative’s ABN: 31600055178

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 Financial Administration – The University of New England
• SMSF Specialist Advisor (SSA) – SMSF Association
• Self Managed Superannuation Fund unit – CPA Australia

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Karen Lee Lotter is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation