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