Vito Di Gregorio – Financial Adviser

Adviser identifying number: 334756
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DG SMSF ADVISORS PTY LTD
Authorised Representative identifying number: 1000855
Authorised Representative’s ABN: 77601248579

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 – Victoria College
• Diploma of Financial Planning – Pinnacle Financial Services Academy
• Investment Planning (Personal Advice) – Mentor Education
• SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Institute of Public Accountants (IPA)
• The National Tax Agents’ Association Ltd (NTAA)

Vito Di Gregorio is authorised to provide advices on following products:

• Superannuation