Michael Thomas Bernard Clapham – Financial Adviser
Adviser identifying number: 1000443
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
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: 19/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APEX PARTNERS PTY LTD
Authorised Representative identifying number: 331195
Authorised Representative’s ABN: 24132935016
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 – Kaplan Professional
- Bachelor of Business Studies (Accounting & Finance) – Massey University
- Diploma of Financial Services (Financial Markets) – Australian Financial Markets Association
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Margin Lending and Geared Investments – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Finsia
- National Tax & Accountants Association
- Tax Practitioners Board
- The Tax Institute
Michael Thomas Bernard Clapham 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
- Margin Lending Facility / Standard Margin Lending Facility