Patricia Mary Symons – Financial Adviser

Adviser identifying number: 245245
Status: Current
Adviser’s ABN: 11208502892
The year the Financial Adviser first provided advice: 2001

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: 21/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLEVELAND FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 001250801
Authorised Representative’s ABN: 64616211155

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

Advanced Diploma of Financial Planning – Mentor Education
Certificate IV in Finance and Mortgage Broking – Kaplan Professional Education
Margin Lending – Knowledge & Skills – Kaplan Professional Education
Risk Management for Financial Services Professionals – Integratec
Self Managed Superannuation Funds – Tribeca

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Patricia Mary Symons 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