LENA HILTON

Financial Adviser ยท West Perth, WA

Registered

Registration Number

000231333

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2003

Registration Date

01/11/2020

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

1979 - Bachelor of Business - Bachelor Degree (AQF 7) - Western Australian Institute of Technology
1984 - Certified Practising Accountant - Professional Designations - Australian Society of Accountants
2010 - ASX Listed Products Accreditation Course (LPAC) - Certificate (AQF 1-4) - LPAC Online
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2017 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants ANZ
2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Mentor Education
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

โ„น๏ธ 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.