Sean David Schaefer
Financial Adviser in Nowra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003945
- Location
- Nowra NSW 2541
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 12 November 2019
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- 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 only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sean David Schaefer
On the Financial Advisers Register kept by ASIC, Sean David Schaefer appears as a current financial adviser in Nowra, New South Wales, adviser number 001003945.
Sean provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 12 November 2019.
According to the register, Sean first provided financial advice in 2001. The qualifications listed for Sean include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006) and Graduate Diploma of Financial Planning (Kaplan Professional, 2024). 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.
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 Sean David Schaefer a registered financial adviser?
Yes. Sean David Schaefer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003945.
Which licensee does Sean David Schaefer work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Sean David Schaefer 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 only authorised to give class of product advice in relation to Securities."