Michael Kamal Tadros – Financial Adviser

Adviser identifying number: 424856
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

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: 01/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TADROS FINANCIAL PLANNING & ADVICE PTY LTD
Authorised Representative identifying number: 1253426
Authorised Representative’s ABN: 29616059182

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:

  • ASX Accredited Listed Product Adviser Program – LPAC Online
  • Diploma of Financial Services (Financial Planning) – Traineeship Management Australia
  • Graduate Diploma of Business (Finance) – University of Technology, Sydney
  • Self Managed Super Funds – Mentor Education
  • Tax (Financial) Adviser – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Tax Practitioners Board

Michael Kamal Tadros 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
  • Securities
  • Superannuation