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