Bronwyn Holzheimer
Financial Adviser in Pialba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000253547
- Location
- Pialba QLD 4655
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 8 September 2021
- First provided advice
- 2005
- Qualifications
- Business Law 51123, University of Southern Queensland (1992); Taxation Law & Practice 1 (1993), University of Southern Queensland (1993); Bachelor of Business (Professional Accounting), The University of Southern Queensland (1994); Certified Practising Accountant (1999); Certified Financial Planner, Financial Planning Association of Australia (2001); Self Managed Superannuation Funds, Tribeca (2004); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Is only authorised to: provide financial product advice on superannuation products in relation to a persons 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; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bronwyn Holzheimer
Bronwyn Holzheimer is a financial adviser in Pialba, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000253547.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 8 September 2021.
According to the register, Bronwyn first provided financial advice in 2005. Qualifications and training on file include Business Law 51123 (University of Southern Queensland, 1992), Taxation Law & Practice 1 (1993) (University of Southern Queensland, 1993) and Bachelor of Business (Professional Accounting) (The University of Southern Queensland, 1994). Professional memberships recorded: CPA Australia (CPA) and 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. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Is only authorised to: provide financial product advice on superannuation products in relation to a persons 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; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products.”
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Questions people ask
Is Bronwyn Holzheimer a registered financial adviser?
Yes. Bronwyn Holzheimer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253547.
Which licensee does Bronwyn Holzheimer work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Bronwyn Holzheimer give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Is only authorised to: provide financial product advice on superannuation products in relation to a persons 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; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products."