Edward Brown

Edward Brown joined the family owned Brown & Associates (Bathurst) Pty Ltd office in 2000 which traded as Bridges Bathurst until 2021 before joining Capstone and launching as Brown & Associates Financial.

Edward services Bathurst, Cowra, Orange, Parkes and Forbes.

Edward Brown is a Sub-Authorised Representative of Brown & Associates (Bathurst) Pty Ltd, trading as Brown & Associates Financial, Corporate Authorised Representative No. 263910. Authorised Representative No. 1284557.

Qualifications

Edward Brown is a qualified financial planner and holds a Master of Applied Finance (Financial Planning) which he completed at Charles Sturt University, Bathurst.

He holds an Advanced Diploma and Diploma of Financial Services (Financial Planning). He completed and passed his ASX and ACH Responsible Executive Exam in 2009.

He is also a Justice of the Peace and has been since 2004.

He completed and passed the FASEA exam in 2019 and he meets the competency requirements under ASICs Regulatory Guide RG 146.

Professional Memberships

Edward Brown is a member of the Financial Advice Association of Australia (FAAA) and abides by their code of professional conduct and ethics.

Authorisations

Edward Brown is authorised to provide advice and deal in the following financial products:

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Life Products including Investment Life Insurance Products & Life Risk Insurance Products

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Interests in Managed Investment Schemes including Investor Directed Portfolio Services

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Deposit & Payment Products

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Retirement Savings Accounts (“RSA”) products

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Debentures, Stocks or Bonds issued or proposed to be issued by a Government

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Superannuation

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Securities.

Brown & Associates Financial Advice Fees and Charges

Edward Brown will be paid by Financial Planning Advice Fees as described in the Financial Services Guide. The amount of the benefit and how it is calculated will be advised to you during your initial meeting.

Edward’s fee for the preparation of a Statement of Advice and other Advice documents will vary depending on the complexity involved and the time taken. You will be notified of the costs involved prior to the commencement of any work.

Edward provides the option of ongoing reporting and advisory services. You will be notified of the cost involved prior to the commencement of any ongoing services.

Brown & Associates (Bathurst) Pty Ltd Trading as Brown & Associates Financial pays a fixed licensing fee to Capstone Financial Planning Pty Ltd and will receive all revenue earned from the financial services provided to you. Edward is a Director of Brown & Associates (Bathurst) Pty Ltd and will receive a salary/benefit from this company.