Edward Brown
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263910
- Location
- Bathurst NSW 2795
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 18 February 2021
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) (2006); ASX Responsible Executive Exam, Kaplan on behalf of ASX (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Master of Applied Finance (Financial Planning), Charles Sturt University (2015)
- 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 not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Edward Brown
Edward Brown is a financial adviser in Bathurst, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000263910.
The licensee Edward advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 18 February 2021.
According to the register, Edward first provided financial advice in 2004. The qualifications listed for Edward include Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust), 2006), ASX Responsible Executive Exam (Kaplan on behalf of ASX, 2009) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). 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.
A further restriction is recorded on the register: “This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Edward Brown a registered financial adviser?
Yes. Edward Brown is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263910.
Which licensee does Edward Brown work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Edward Brown 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 not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."