Our company BeWeiszer Financial Planning ACN: 613 622 638 has been established as a natural consequence of legislative changes and our specialisation in superannuation, especially in SMSF audits. We pride ourselves that we are small enough to know all our clients in person, yet large enough to provide complete services in superannuation.
BeWeiszer Financial Planning Pty Ltd is a Corporate Authorised representative No. 1245768 of Capstone Financial Planning Pty Ltd ABN 24 093 733 969. Australian Financial Services Licence No. 223135.
Tomas Weiszer is a Sub-Authorised Representative of BeWeiszer Financial Planning Pty Ltd, Authorised Representative No. 1245914.
Tomas Weiszer is authorised to:
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provide financial product advice on self-managed superannuation funds;
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arrange to deal in an interest in a self-managed superannuation fund;
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provide financial product advice on superannuation products in relation to 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; or
– providing advice to the person on contributions or pensions under a superannuation product; -
provide class of product advice on the following:
– superannuation products;
– securities;
– simple managed investment schemes;
– life risk insurance products;
– basic deposit products.
Capstone Financial Planning Pty Ltd
Australian Financial Services Licence No. 223135
ABN 24 093 733 969
Level 14, 461 Bourke Street, Melbourne VIC 3000
Tel.: 1300 306 900
Web: www.capstonefp.com.au.
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Terms
* AML/CTF: Anti Money Laundering/Counter Terrorism Financing Act
ǂ ACL: Australian Credit License
۞ ACR: Australian Credit representative