Financial Adviser
· ERINA HEIGHTS, NSW
Zachary Thomas Johnston
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271909
Zachary Thomas Johnston is a financial adviser based in Erina Heights, New South Wales, with 8 years of experience in the financial services industry. Zachary is currently authorised under Capstone Financial Planning Pty Ltd. Zachary 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 Bachelor of Commerce from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce
University of Newcastle
2017
Foundations of Law LEGL1001
University of Newcastle
2019
Advanced Diploma of Financial Planning
Mentor Education
2023
Tax for Financial Advising
Kaplan Professional
2024
Margin Lending Specialist
Kaplan Professional
2024
SMSF Regulations and Taxation
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register