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

Alison St Claire Adamson

18 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000332054

Alison St Claire Adamson is a financial adviser based in Robina, Queensland, with 18 years of experience in the financial services industry. Alison is currently authorised under Capstone Financial Planning Pty Ltd. Alison 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 Master of Financial Planning from Kaplan Professional. Alison is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Planning
Kaplan Professional Education
2012
Margin Lending and Geared Investments
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2020
Master of Financial Planning
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Feb 2018 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Jan 2016 - Jan 2018 Ceased
Westpac Banking Corporation
Feb 2012 - Dec 2015 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Nov 2008 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register