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:

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