Dara Long
Financial Adviser in Glenelg, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003807
- Location
- Glenelg SA 5045
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 16 March 2020
- First provided advice
- 1997
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (FPA) (2000); Diploma of Financial Planning (1-8), Financial Planning Association of Australia (FPA) (2000); Diploma of Financial Services, NSW Vocational Education and Training Accreditation Board (Commonwealth Bank) (2003); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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 and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Dara Long
On the Financial Advisers Register kept by ASIC, Dara Long appears as a current financial adviser in Glenelg, South Australia, adviser number 001003807.
The licensee Dara advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 16 March 2020.
The register records 1997 as the year Dara first provided financial advice. Qualifications and training on file include Certified Financial Planner (Financial Planning Association of Australia (FPA), 2000), Diploma of Financial Planning (1-8) (Financial Planning Association of Australia (FPA), 2000) and Diploma of Financial Services (NSW Vocational Education and Training Accreditation Board (Commonwealth Bank), 2003). Professional memberships recorded: 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.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Dara Long a registered financial adviser?
Yes. Dara Long is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003807.
Which licensee does Dara Long work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Dara Long 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 and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."