Robert John Shelton – Financial Adviser

Adviser identifying number: 1244086
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: EVERALLS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 465367
Authorised Representative’s ABN: 51601196196

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:

• Bachelor of Commerce – The Australian National University
• Diploma of Financial Planning – Integrity Education Group
• Master of Taxation – The University of New South Wales
• Self Managed Superannuation Funds Accreditation – Integrity Education Group

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)

Robert John Shelton is authorised to provide advices on following products:

• Superannuation