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William James Ivey

Name
William James Ivey
ID
1257110
ABN
First Provided Advice
2017
Restrictions
Is only authorised to: provide financial product advice on superannuation products in relation to a persons 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; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Capstone Financial Planning Pty Ltd (#223135)
Commenced
Aug. 1, 2017
Ceased
Aug. 3, 2018