Data sourced from ASIC Financial Advisers Register
Financial Adviser · ALBURY, NSW

Jason Dudenas

31 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001000808

Jason Dudenas is a financial adviser based in Albury, New South Wales, with 31 years of experience in the financial services industry. Jason is currently authorised under Capstone Financial Planning Pty Ltd. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Financial Planning from University of the Sunshine Coast. Jason is a member of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Planning
Deakin University
2008
Masters of Financial Planning
University of the Sunshine Coast
2010
Margin Lending and Geared Investments
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Feb 2017 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Findex Advice Services Pty Ltd
Nov 2015 - Jan 2017 Ceased
Specialised Private Capital Wholesale Pty Ltd
Aug 2012 - May 2016 Ceased
Capstone Financial Planning Pty Ltd
Sep 2005 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register