Financial Adviser · BATHURST, NSW

Edward Brown

BATHURST, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000263910

Currently at

Brown & Associates (Bathurst)

Melbourne, VIC (firm address)

View firm profile

About Edward Brown

Edward Brown is a financial adviser based in Bathurst, New South Wales, with 22 years of experience in the financial services industry since 2004. Edward is currently authorised under Capstone Financial Planning, operating through Brown & Associates (Bathurst). Edward holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Edward's qualifications include a Master of Applied Finance (Financial Planning) from Charles Sturt University. Edward 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

Restrictions: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Tribeca Learning (Aust)

2009

ASX Responsible Executive Exam

Kaplan on behalf of ASX

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2015

Master of Applied Finance (Financial Planning)

Charles Sturt University

Registration History

Capstone Financial Planning Pty Ltd

Feb 2021 - Present Current

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Bridges Financial Services Pty Limited

Mar 2004 - Feb 2021 Ceased

Superannuation - All excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register