Capital Partners Consulting Pty ltd

AFS License Number
227148
Name
Capital Partners Consulting Pty ltd
ABN/ACN/ARBN
27086670788
Licensee issued
July 1, 2003
Address
West Perth, 6005, WA

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Aden Wilkins 2022 2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Adi Miriam Olender 0 2019 - Bachelor of Arts - Bachelor Degree (AQF 7) - Murdoch ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Andrew Leonard White 1999 1991 - Bachelor of Business - - Deakin University ~ 1994 - CPA - Other - CPA Australia ~ 2002 - Certified Financial Planner - - FPA ~ 2018 - Diploma of Financial Planning - - International Institute of Technology
 Callum Alexander Mcpherson 2022 2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Damon Paul Sugden 2012 2002 - Bachelor Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Darren Russell Nash 2012 1995 - Bachelor of Commerce (Marketing) - - Curtin University ~ 2001 - Graduate Diploma of Financial Planning - - Securities Institute (Kaplan Professional) ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan ~ 2018 - Diploma of Financial Planning - - International Institute of Technology (IIT)
 David Lloyd Andrew 1999 1985 - Bachelor of Physical Education - Bachelor Degree (AQF 7) - University of Western Australia ~ 1988 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2002 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2016 - Accredited Investment Fiduciary - Other - Centre of Fiduciary Excellence ~ 2018 - Self-Managed Super Funds - Other - Kaplan
 David Mark Rossbach 2013 2011 - Bachelor of Commerce and Economics - Bachelor Degree (AQF 7) - University of Western Australia ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Emma Zwaan 2018 2015 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Monarch University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 James Heath Mcleod 2006 2005 - Bachelor of Commerce and Bachelor of Science - Bachelor Degree (AQF 7) - University of Western Australia ~ 2007 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan ~ 2017 - Graduate Diploma in Applied Tax Law - Graduate Diploma (AQF 8) - The Tax Institute ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 John Leslie Ryan 2014 2010 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2015 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Kathryn Creasy 2014 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2008 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan ~ 2017 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Michael Oliver Hayward 2008 2002 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia ~ 2012 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan ~ 2012 - Certified Finanical Planner - Professional Designations - Financial Planning Association ~ 2018 - Self-Managed Super Funds - Other - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Milena Konig 2017 2014 - Bachelor of Commerce and Engineering - Bachelor Degree (AQF 7) - University of Western Australia ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan ~ 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Nick Campbell Menegola 0 2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Olga Malysheva 2024 2014 - Master of Business - Masters Degree (AQF 9) - Australian National University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Rakesh Shah 2004 2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University ~ 2002 - Master of Accounting - Masters Degree (AQF 9) - Curtin University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Robert Alan Mccaw 2018 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Shaun Mulder 2024 2019 - Bachelor of Commerce - Bachelor Honours Degree (AQF 8) - Curtin University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan
 Simone Marie Lewis 2005 2001 - Bachelor of Commerce - - Curtin University ~ 2005 - Graduate Diploma of Financial Planning - - FINSIA ~ 2008 - ASX Accredited Listed Product Adviser (ALPA) - - Kaplan
 Steven Gregory Boyce 2007 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2011 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan ~ 2016 - Accredited Investment Fiduciary - Other - Centre of Fiduciary Excellence ~ 2019 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan