Robert James Wright
Financial Adviser in Tamworth, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263537
- Location
- Tamworth NSW 2340
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 29 September 2014
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2006)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert James Wright
Robert James Wright is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Tamworth, New South Wales (adviser number 000263537).
Robert provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 29 September 2014.
The register records 2003 as the year Robert first provided financial advice. The qualifications listed for Robert include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2006). 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.
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Questions people ask
Is Robert James Wright a registered financial adviser?
Yes. Robert James Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263537.
Which licensee does Robert James Wright work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Robert James Wright 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.