Matthew Neil Vagg
Financial Adviser in Toormina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000409971
- Location
- Toormina NSW 2452
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 29 October 2020
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce (Accounting), University of Ballarat (1999); Diploma of Financial Planning, Financial Planning Association of Australia (2002); Certified Financial Planner, Financial Planning Association of Australia (2004); Accredited Listed Product Adviser Program, Kaplan (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Neil Vagg
Matthew Neil Vagg is a financial adviser in Toormina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000409971.
The licensee Matthew advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 29 October 2020.
The register records 1999 as the year Matthew first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Accounting) (University of Ballarat, 1999), Diploma of Financial Planning (Financial Planning Association of Australia, 2002) and Certified Financial Planner (Financial Planning Association of Australia, 2004). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Matthew Neil Vagg a registered financial adviser?
Yes. Matthew Neil Vagg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000409971.
Which licensee does Matthew Neil Vagg work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Matthew Neil Vagg give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.