James Stuart Vagne – Financial Adviser

Adviser identifying number: 263113
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1974

Name of the licence holder: HUNTER GREEN PTY LTD
Licence number: 225962
Licensee’s ABN: 12087491629
Licence controlled by: The G & A Hunter Family Trust

The date the Financial Adviser commenced the appointment: 08/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HUNTER GREEN PTY LTD
Authorised Representative identifying number: 225962
Authorised Representative’s ABN: 12087491629

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:

  • Diploma of Financial Planning (Foundation) – Deakin University
  • Diploma of Financial Services (Financial Planning) – Tribeca Learning
  • Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Tax Practitioners Board

James Stuart Vagne 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility