Data sourced from ASIC Financial Advisers Register
Financial Adviser · PIALBA, QLD

Bronwyn Holzheimer

21 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000253547

Bronwyn Holzheimer is a financial adviser based in Pialba, Queensland, with 21 years of experience in the financial services industry. Bronwyn is currently authorised under Capstone Financial Planning Pty Ltd. Bronwyn 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 Certified Financial Planner from Financial Planning Association of Australia. Bronwyn is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products.

Authorised to provide tax financial advice services

Qualifications and Training

1992
Business Law 51123
University of Southern Queensland
1993
Taxation Law & Practice 1 (1993)
University of Southern Queensland
1994
Bachelor of Business (Professional Accounting)
The University of Southern Queensland
1999
Certified Practising Accountant
Professional Designations
2001
Certified Financial Planner
Financial Planning Association of Australia
2004
Self Managed Superannuation Funds
Tribeca
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Sep 2021 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products.
A.C.N. 603 037 510 PTY LTD
Jul 2018 - Sep 2021 Ceased
A.C.N. 603 037 510 PTY LTD
Nov 2017 - Jul 2018 Ceased
Byron Capital Pty Ltd
Sep 2005 - Jul 2017 Ceased
"Authorised to provide personal financial product advice to retail clients on Managed Investment Schemes including IDPS"

Source: ASIC Financial Advisers Register