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Capitalq Smsf Specialists Pty ltd

AFS License Number
488498
Name
Capitalq Smsf Specialists Pty ltd
ABN/ACN/ARBN
81612923074
Licensee issued
Feb. 20, 2017
Address
East Perth, 6004, 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:
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:
deposit and payment products limited to:
basic deposit products;
life products limited to:
life risk insurance products;
simple managed investment schemes;
securities; and
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

NameFirst provided adviceQualification and trainings
 Abhishek Puri2018Accountants SMSF Package - Kaplan ~ Chartered Accountants Program - Chartered Accountants Australia & New Zealand
 Duncan Peter Melbin2006Accountants SMSF Package - Kaplan ~ Chartered Accountants Program - Chartered Accountants Australia & New Zealand ~ Chartered Tax Advisor - Tax Institute ~ Graduate Diploma of Financial Planning - Finsia
 Kapil Bhasin2018Accountants SMSF Package - Kaplan ~ Chartered Accountants Program - Chartered Accountants Australia & New Zealand