Capital Star Wealth & Finance Pty ltd

AFS License Number
488306
Name
Capital Star Wealth & Finance Pty ltd
ABN/ACN/ARBN
72611885440
Licensee issued
Aug. 11, 2016
Address
Norwood, 5067, SA

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:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 John David Wilkinson 2018 2003 - Bachelor of Commerce (Accounting) - - University of Adelaide ~ 2012 - Graduate Diploma of Chartered Accounting - - Chartered Accountants Australia & New Zealand (CA) ~ 2018 - Diploma of Financial Planning - - Kaplan Professional