Salvatore Mark Modica – Financial Adviser

Adviser identifying number: 1243809
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: IPS ACCOUNTING SERVICES FS PTY LTD
Authorised Representative identifying number: 1243685
Authorised Representative’s ABN: 76612655384

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 Business Majoring in Accounting – Edith Cowan University
  • Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education
  • Superannuation Adviser (Personal Advice) – Mentor Education

Relevant memberships of professional bodies or industry associations:

  • Institute of Public Accountants (IPA)
  • The Tax Institute

Salvatore Mark Modica is authorised to provide advices on following products:

  • Superannuation