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