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