Christian Gil Beltrame
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000421981
- Location
- Camberwell VIC 3124
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 20 June 2018
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce (Accounting), The University of Melbourne (1998); Graduate Diploma of Applied Finance (Financial Planning), Kaplan Professional (2010); Accredited Listed Products Adviser Program, Kaplan Professional (2012); Self Managed Superannuation Funds, Kaplan Professional (2012); Professionalism and Ethics in Financial Advice, Kaplan Professional (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Christian Gil Beltrame
Christian Gil Beltrame is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Camberwell, Victoria (adviser number 000421981).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 20 June 2018.
The register records 2010 as the year Christian first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Accounting) (The University of Melbourne, 1998), Graduate Diploma of Applied Finance (Financial Planning) (Kaplan Professional, 2010) and Accredited Listed Products Adviser Program (Kaplan Professional, 2012). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Christian Gil Beltrame a registered financial adviser?
Yes. Christian Gil Beltrame is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000421981.
Which licensee does Christian Gil Beltrame work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Christian Gil Beltrame 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; standard margin lending.