Simone Palfreyman – Financial Adviser

Adviser identifying number: 1242586
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: 01/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PCA FINANCIAL PTY LTD
Authorised Representative identifying number: 1242547
Authorised Representative’s ABN: 45611291135

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 – University of Newcastle
• Financial Planning Unit – Kaplan Professional Education
• Generic Knowledge Unit – Kaplan Professional Education
• Securities & Managed Investments Unit – Kaplan Professional Education
• Superannuation & SMSFs Unit – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• National Tax & Accounting Association (NTAA)

Simone Palfreyman is authorised to provide advices on following products:

• Superannuation