Kerry Sourasis – Financial Adviser

Adviser identifying number: 230629
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

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: 02/07/2003
The date the Financial Adviser ceased the appointment: 16/04/2014
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

• Advanced Self Managed Superannuation Funds Workshop – Kaplan Professional Education
• Diploma of Financial Planning (DFP1-8) – Financial Planning Association of Australia
• Margin Lending and Geared Investments – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Kerry Sourasis is authorised to provide advices on following products: