CHRISTOPHER HEAVON-JONES

Financial Adviser · Cleveland, QLD

Registered

Registration Number

000410256

Registration Status

Registered

Location

Cleveland, QLD 4163

Providing Advice Since

2011

Registration Date

03/06/2022

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2014 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional
2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.