Paul Michael Best – Financial Adviser
Adviser identifying number: 1239786
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
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: 20/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: REVOLUTION FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1250765
Authorised Representative’s ABN:
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:
- Accredited Listed Product Adviser Program – Kaplan
- Advanced Diploma of Financial Planning – Integrity Education Group
- Bachelor of Arts (Accounting) – Liverpool John Moores University
- Diploma of Financial Planning – Kaplan
- Self Managed Super Funds (SMSF) & Margin Lending (ML) – Integrity Education Group
Relevant memberships of professional bodies or industry associations:
- ACCA – Association of Chartered Certified Accountants
- Financial Planning Association of Australia (FPA)
- Institute of Public Accountants (IPA)
Paul Michael Best 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