Philip Connor-Stead
Financial Adviser in Mount Lawley, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004899
- Location
- Mount Lawley WA 6050
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 18 April 2025
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), AAMC Training Group (2008); Margin Lending, Pinnacle (2013); Self Managed Superannuation Funds, Kaplan (2014); Advanced Diploma of Financial Planning, Mentor Education (2017)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Philip Connor-Stead
Philip Connor-Stead is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Lawley, Western Australia (adviser number 001004899).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 18 April 2025.
The register records 2004 as the year Philip first provided financial advice. The qualifications listed for Philip include Diploma of Financial Services (Financial Planning) (AAMC Training Group, 2008), Margin Lending (Pinnacle, 2013) and Self Managed Superannuation Funds (Kaplan, 2014). Philip is recorded as a member of 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 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 Philip Connor-Stead a registered financial adviser?
Yes. Philip Connor-Stead is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004899.
Which licensee does Philip Connor-Stead work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Philip Connor-Stead 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.