Blair Matthew Classon
Financial Adviser in Frankston, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274069
- Location
- Frankston VIC 3199
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 December 2021
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Services (2005); Advanced Diploma of Financial Services (Financial Planning), AMP Financial Planning (2007); Ethics and Professionalism, Kaplan Professional (2021); SMSF Foundations Course, Smarter SMSF (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Blair Matthew Classon
Blair Matthew Classon is a financial adviser in Frankston, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000274069.
The licensee Blair advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 1 December 2021.
The register records 2005 as the year Blair first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2005), Advanced Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2007) and Ethics and Professionalism (Kaplan Professional, 2021). Blair is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Blair Matthew Classon a registered financial adviser?
Yes. Blair Matthew Classon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274069.
Which licensee does Blair Matthew Classon work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Blair Matthew Classon give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."