Australian Financial Services Licence

In Australia, all Financial Advisers must be licensed. This is of course to ensure there is oversight to ensure all rules and obligations are met. Valley Mayfair Wealth Management is licensed via Capstone financial planning.

If you would like to know a little more about Capstone and Valley Mayfair Wealth Management, feel free to download our Adviser Profile, Financial Services Guide and Privacy Policy.

Michael van Loenen - Adviser Profile v 4.0
Download PDF • 158KB

FSG Oct 2021 V 4.5
Download PDF • 487KB

Download PDF • 301KB

Complaints Policy Version 1.0 October 2021
Download PDF • 229KB

Valley Mayfair Pty Ltd ACN 160 365 686, trading as Valley Mayfair Wealth Management, is a Corporate Authorised Representative (No.318818) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.

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