Lei Cui – Financial Adviser

Adviser identifying number: 1245925
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: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPG FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1245888
Authorised Representative’s ABN: 57613350646

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:

• Accountants Strategic Advice – Integrity Education Group
• Bachelor of Business (Accountancy) – RMIT University
• Diploma of Financial Planning – Integrity Education Group
• Master of Commerce – Deakin University

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Institute of Public Accountants (IPA)

Lei Cui is authorised to provide advices on following products:

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