Nicole Heales – Financial Adviser

Adviser identifying number: 312479
Status: Current
Adviser’s ABN: 64871906280
The year the Financial Adviser first provided advice: 2007

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: 20/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAPSTONE FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 223135
Authorised Representative’s ABN: 24093733969

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:

• Advanced Self Managed Superannuation Funds Workshop – Kaplan Professional
• Certificate IV Financial Services (Finance and Mortgage Broking) – NSW TAFE
• Diploma of Financial Advising – Securities Institute of Australia
• Margin Lending and Geared Investments – Kaplan Professional
• Master of Commerce (Financial Planning) with Distinction – University of Western Sydney

Relevant memberships of professional bodies or industry associations: Financial Brokers Association of Australia

Nicole Heales 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