Melanie Kate Stayches – Financial Adviser

Adviser identifying number: 228908
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

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: 27/04/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PIKERIDGE PTY LTD
Authorised Representative identifying number: 284352
Authorised Representative’s ABN:

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 Business – Victoria University
  • Diploma of Financial Services (Financial Planning) – Integratec (now Kaplan Professional)
  • Margin Lending and Geared Investments – Kaplan Professional
  • Self Managed Superannuation Funds – Kaplan Professional
  • Taxation Planning – Tribeca (now Kaplan Professional)

Relevant memberships of professional bodies or industry associations:

Melanie Kate Stayches is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility