Anthony David Virtue – Financial Adviser
Adviser identifying number: 239509
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990
Name of the licence holder: AMALGAMATED FINANCIAL SERVICES PTY LTD
Licence number: 407238
Licensee’s ABN: 42060673814
Licence controlled by: VIRTUE FAMILY TRUST
The date the Financial Adviser commenced the appointment: 01/02/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AMALGAMATED FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 407238
Authorised Representative’s ABN: 42060673814
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business (Financial Planning with Distinction) – Royal Melbourne Institute of Technology
- Certified Financial Planner – Financial Planning Association of Australia
- Doctor of Business Administration – University of Southern Queensland
- Fellow Chartered Financial Practitioner – Association of Financial Advisers
- Master of Applied Finance – Macquarie University
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Association of Independently Owned Financial Professionals (AIOFP)
- Financial Planning Association of Australia (FPA)
- Institute of Public Accountants (IPA)
Anthony David Virtue is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility