Jason Dudenas
Financial Adviser in Albury, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000808
- Location
- Albury NSW 2640
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 15 February 2017
- First provided advice
- 1995
- Qualifications
- Diploma of Financial Planning, Deakin University (2002); Masters of Financial Planning, University of the Sunshine Coast (2008); Margin Lending and Geared Investments, Kaplan Professional (2010)
- Memberships
- SMSF Association
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- 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 Jason Dudenas
Jason Dudenas is a financial adviser in Albury, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001000808.
The licensee Jason advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 15 February 2017.
The register records 1995 as the year Jason first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 2002), Masters of Financial Planning (University of the Sunshine Coast, 2008) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Jason is recorded as a member of SMSF Association.
Jason is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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.”
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Questions people ask
Is Jason Dudenas a registered financial adviser?
Yes. Jason Dudenas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000808.
Which licensee does Jason Dudenas work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Jason Dudenas give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."