Key Personnel

Veronica Bruce

Director
MTaxFP, B.Bus, DipFS(FP), CPA, CA, CPA SMSF Specialist 

Sarah Chapman

Paraplanner
Certificate III in Business Adminstration 

BBV Wealth management Pty Ltd is a corporate authorised representative of Capstone Financial Planning Pty Ltd and provides financial planning services for shares, managed funds, superannuation, self managed superannuation funds (SMSFs), personal risk and other investment advice. Your adviser may offer you services under BBV Wealth Management or Bentley Brett & Vincent, each business is solely and separately responsible for the advice they each provide. In particular, Capstone is only responsible for the financial planning services provided by BBV Wealth Management Pty Ltd.

ASIC Licences
BBV Wealth Management Pty Ltd
ABN 48 101 253 561
Corporate Authorised Representative No. 315982
Veronica Bruce
Authorised Representative No. 294247

Licensee
Capstone Financial Planning Pty Ltd
ABN 24 093 733 969
AFSL No. 223135
Level 14, 461 Bourke Street
Melbourne NSW 3000

Address

226A Harbour Drive, Coffs Harbour, NSW 2450

Call Us

02 6652 3160

Mail Us

coffs@bbv.com.au