Sarah Elizabeth Milosevic – Financial Adviser

Adviser identifying number: 1244075
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: SMPFP PTY LTD
Authorised Representative identifying number: 1243671
Authorised Representative’s ABN: 81613136093

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 (Accounting & Finance) – University of Adelaide
• Graduate Diploma of Financial Planning – Finsia
• Professional Certificate in Self Managed Superannuation Funds – University of Adelaide
• SMSF Specialist Advisor – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Sarah Elizabeth Milosevic is authorised to provide advices on following products:

• Superannuation