Robert Allan Jarvis – Financial Adviser

Adviser identifying number: 1243968
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: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TRILOGY FINANCIAL PLANNING (QLD) PTY LTD
Authorised Representative identifying number: 1243663
Authorised Representative’s ABN: 13612118822

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 Diploma of Business Management – University of New England
• Associate Diploma of Business (Accounting) – Western Sydney Institute
• Diploma of Financial Planning – Mentor Education
• Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education
• Superannuation Foundations – The Association of Superannuation Funds of Australia

Relevant memberships of professional bodies or industry associations:

• Institute of Public Accountants (IPA)
• The Tax Institute

Robert Allan Jarvis is authorised to provide advices on following products:

• Superannuation