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