Tomas Weiszer – Financial Adviser

Adviser identifying number: 1245914
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: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BEWEISZER FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1245768
Authorised Representative’s ABN: 16613622638

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:

• CPA Program – CPA Australia
• Diploma of Financial Planning – Kaplan Professional
• Graduate Diploma of Chartered Accounting (Grad DipCA) – Chartered Accountants Australia and New Zealand (CA)
• Master of Accounting – Macquarie University

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• The Tax Institute

Tomas Weiszer is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation