Matthew Neil Vagg – Financial Adviser
Adviser identifying number: 409971
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 29/07/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRYSTAL AUSTRALIA INVESTMENTS PTY. LTD.
Authorised Representative identifying number: 409349
Authorised Representative’s ABN: 24069604879
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 Commerce (Accounting) – The University of Ballarat
- Certified Financial Planner – Financial Planning Association
- Diploma of Financial Planning – Financial Planning Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Matthew Neil Vagg 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 / A person’s existing holding in a superannuation product
- Margin Lending Facility / Standard Margin Lending Facility