Paul John Baggetta – Financial Adviser

Adviser identifying number: 261469
Status: Current
Adviser’s ABN: 68786233813
The year the Financial Adviser first provided advice: 1998

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: 13/08/2016
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:

• Diploma in Accounting – Education Department of Western Australia
• Diploma of Financial Planning – Tribeca
• Margin Lending & Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations:

• Institute of Public Accountants (IPA)
• National Tax Agents’Association Ltd (NTAA)
• SMSF Association

Paul John Baggetta 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