Lena Hilton

Ownership Structure

Company

Hilton Partners

Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee

Capstone Financial Planning Pty Ltd

Licensee owned by

CAPSTONE FINANCIAL PLANNING PTY LTD

My Qualifications

Graduate Diploma of Financial Planning (2021)

Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma

Institution: Kaplan Professional

Self Managed Superannuation Funds (SMSF) (2019)

Level of Qualification: Training / Exam / Other

Institution: Mentor Education

ASX Listed Products Accreditation (LPAC) (2010)

Level of Qualification: Training / Exam / Other

Institution: LPAC Online

Margin Lending and Geared Investments (2010)

Level of Qualification: Training / Exam / Other

Institution: Kaplan Professional

Business of Business (1979)

Level of Qualification: Training / Exam / Other

Institution: Curtin University (prev Western Australian Institute of Technology)

My Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Level of Membership:

Associate

My Fees

Personal Advice

N/A

Ongoing Advice

N/A

Details

N/A

Top skills rated by customers

Let's chat

I'm committed to providing quality service and meeting your needs.
Please enter your details and some information about the services you need to help me give you the best possible response.