Samantha Kate Sheriff – Financial Adviser
Adviser identifying number: 1243829
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: HFB SUPER STRATEGIES PTY. LTD.
Authorised Representative identifying number: 1243687
Authorised Representative’s ABN: 35612780766
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 with Distinction – University of Southern Queensland
- Graduate Diploma of Chartered Accounting (GradDipCA) – Chartered Accountants Australia and New Zealand (CA)
- Self-Managed Superannuation Funds Accreditation – Financial Education Professionals
- Superannuation Accreditation – Financial Education Professionals
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Samantha Kate Sheriff is authorised to provide advices on following products:
- Superannuation