Robert Casper Parker – Financial Adviser

Adviser identifying number: 336645
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

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: 27/04/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAPSTONE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 305345
Authorised Representative’s ABN: 50120846746

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:

• ASX Accredited Listed Product Adviser Program – Kaplan Professional
• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Advanced Self Managed Superannuation Funds – Kaplan Professional
• Bachelor of Business (Accounting) – University of South Australia
• Graduate Diploma of Business (Administration) – University of Ballarat

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• Tax Practitioners Board

Robert Casper Parker 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