Steven Ross Esnouf – Financial Adviser

Adviser identifying number: 1004786
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

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: 12/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RESOLUTE PRIVATE WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 001233624
Authorised Representative’s ABN:

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:

  • Accredited Derivatives Adviser Level 2 – Kaplan Professional Education
  • Bachelor of Business (Financial Planning) – RMIT University
  • Certified Financial Planner – Financial Planning Association of Australia (FPA)
  • Margin Lending and Geared Investments – Kaplan Professional Education
  • SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Steven Ross Esnouf is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility