Karen Louise Cruise – Financial Adviser

Adviser identifying number: 1243857
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: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TREE OF LIFE FINANCIAL ADVISORY PTY LTD
Authorised Representative identifying number: 1243669
Authorised Representative’s ABN: 71612931950

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:

• Advising in SMSF’s Accreditation – CPA Australia
• Bachelor of Business (Accounting) – Victoria University
• Financial Advice Foundation Accreditation – CPA Australia
• Insurance Accreditation – CPA Australia
• Superannuation Accreditation – CPA Australia

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Karen Louise Cruise is authorised to provide advices on following products:

• Superannuation