Data sourced from ASIC Financial Advisers Register
Financial Adviser · TOORMINA, NSW

Matthew Neil Vagg

27 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000409971

Matthew Neil Vagg is a financial adviser based in Toormina, New South Wales, with 27 years of experience in the financial services industry. Matthew is currently authorised under Capstone Financial Planning Pty Ltd. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Matthew is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Commerce (Accounting)
University of Ballarat
2002
Diploma of Financial Planning
Financial Planning Association of Australia
2004
Certified Financial Planner
Financial Planning Association of Australia
2016
Accredited Listed Product Adviser Program
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Capstone Financial Planning Pty Ltd
Oct 2020 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Jul 2011 - Oct 2020 Ceased
CRYSTAL AUSTRALIA INVESTMENTS PTY. LTD.
Apr 2009 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register