Theophilus Premetis – Financial Adviser
Adviser identifying number: 1243985
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: LPH FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1243692
Authorised Representative’s ABN: 14613116368
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:
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Relevant qualifications and training:
- Bachelor of Arts – Macquarie University
- Diploma of Financial Planning – Mentor Education
- SMSF Specialisation – CPA Australia
- SMSF Specialist Course – UNSW Australia
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Theophilus Premetis is authorised to provide advices on following products:
- Superannuation