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