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