John Patrick Athy
Financial Adviser in Roleystone, Western Australia, Australia
Review John Patrick Athy
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000237458
- Location
- Roleystone WA 6111
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 16 September 2020
- First provided advice
- 1992
- Qualifications
- Introductory Training Course RG146 Accredited, Count Wealth Accountants (2002); Margin Lending and Geared Investments, Kaplan Professional (2010); Accredited Listed Product Adviser Program, Kaplan Professional (2020); Self Managed Superannuation Funds, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- 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 John Patrick Athy
On the Financial Advisers Register kept by ASIC, John Patrick Athy appears as a current financial adviser in Roleystone, Western Australia, adviser number 000237458.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 16 September 2020.
The register records 1992 as the year John first provided financial advice. The qualifications listed for John include Introductory Training Course RG146 Accredited (Count Wealth Accountants, 2002), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Accredited Listed Product Adviser Program (Kaplan Professional, 2020).
John is authorised to advise 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.
Reviews
Nobody has reviewed John Patrick Athy here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is John Patrick Athy a registered financial adviser?
Yes. John Patrick Athy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237458.
Which licensee does John Patrick Athy work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can John Patrick Athy 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.