ASAD AHMAD

Financial Adviser · Castle Hill, NSW

Registered

Registration Number

001233307

Registration Status

Registered

Location

Castle Hill, NSW 2154

Providing Advice Since

2015

Registration Date

21/09/2022

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2006 - Master of Arts in Marketing with Management - Masters Degree (AQF 9) - Middlesex University London
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2014 - Margin Lending Accreditation Program - Other - Deakin Prime Corporate Education
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2015 - Self Managed Superannuation Funds - Other - Mentor Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.