About Us

Our company BeWeiszer Financial Planning ACN: 613 622 638 has been established as a natural consequence of legislative changes and our specialisation in superannuation, especially in SMSF audits. We pride ourselves that we are small enough to know all our clients in person, yet large enough to provide complete services in superannuation.

BeWeiszer Financial Planning Pty Ltd is a Corporate Authorised representative No. 1245768 of Capstone Financial Planning Pty Ltd ABN 24 093 733 969. Australian Financial Services Licence No. 223135.
Tomas Weiszer is a Sub-Authorised Representative of BeWeiszer Financial Planning Pty Ltd, Authorised Representative No. 1245914.

Tomas Weiszer is authorised to:

  • provide financial product advice on self-managed superannuation funds;

  • arrange to deal in an interest in a self-managed superannuation fund;

  • provide financial product advice on superannuation products in relation to a person’s 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;

  • provide class of product advice on the following:
    – superannuation products;
    – securities;
    – simple managed investment schemes;
    – life risk insurance products;
    – basic deposit products.

Capstone Financial Planning Pty Ltd
Australian Financial Services Licence No. 223135
ABN 24 093 733 969
Level 14, 461 Bourke Street, Melbourne VIC 3000
Tel.: 1300 306 900
Web: www.capstonefp.com.au.

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Unauthorised use of the information on this website is not permitted.
Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Capstone Financial Planning Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this pCapstone Financial Planning Pty Ltd.

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The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of New South Wales and the Commonwealth of Australia (“Australian law”). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives.
Whilst every care has been taken in the preparation of this website, Capstone Financial Planning, its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.

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