Vicki Ann Carr – Financial Adviser

Adviser identifying number: 298175
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

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: 16/02/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CARR – JEFFERY PTY LTD
Authorised Representative identifying number: 297634
Authorised Representative’s ABN: 88117962955

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 Business (Accounting) – La Trobe University
• Diploma of Financial Planning – Financial Planning Association of Australia (FPA)

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Vicki Ann Carr 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility