Russell W Gilbert – Financial Adviser

Adviser identifying number: 245949
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

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: 03/08/2015
The date the Financial Adviser ceased the appointment: 28/06/2017
Name of the Authorised Representative: ACCOUNT(ABLE) FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 000407410
Authorised Representative’s ABN: 14150073313

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:

• Accredited Listed Product Adviser Program (ALPA) – Kaplan Professional
• CFP – Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – Deakin University
• Margin Lending and Geared Investments – Kaplan Professional
• Self Managed Superannuation Fund Accreditation – Financial Essentials

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Russell W Gilbert is authorised to provide advices on following products: