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Financial Advisers: ANDERSON VAGO Information

This is the detailed information about ANDERSON VAGO, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000298571, the year the Financial Adviser first provided advice is 2015 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:42.

Financial Adviser Number: 000298571
Financial Adviser Name: ANDERSON VAGO
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2015
Financial Adviser Number: 000298571
Financial Adviser Name: ANDERSON VAGO
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2015
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: MASU FINANCIAL MANAGEMENT PTY LTD
    Licence Number: 000231140
    Licence ABN: 78069358498
    The date the Financial Adviser commenced the appointment: 2016-03-08
    The date the Financial Adviser ceased the appointment: 2017-03-15
    Authorised Representative Name: VHM WEALTH PARTNERS PTY LTD
    Authorised Representative Number: 001239982
    Rep Appointed ABN: 39610814018
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Australis College ~ Certificate IV in Financial Services - Intellitrain Pty Ltd ~ Diploma of Finance and Mortgage Broking Management - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Australis College
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: MFAA - Mortgage & Finance Association of Australia
  2. Financial Adviser Status: Ceased
    Name of the licence holder: MASU FINANCIAL MANAGEMENT PTY LTD
    Licence Number: 000231140
    Licence ABN: 78069358498
    The date the Financial Adviser commenced the appointment: 2015-01-29
    The date the Financial Adviser ceased the appointment: 2016-03-07
    Authorised Representative Name: MASU FINANCIAL MANAGEMENT PTY LTD
    Authorised Representative Number: 000231140
    Rep Appointed ABN: 78069358498
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Australis College ~ Certificate IV in Financial Services - Intellitrain Pty Ltd ~ Diploma of Finance and Mortgage Broking Management - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Australis College
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: MFAA - Mortgage & Finance Association of Australia
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
    Licence Number: 000232706
    Licence ABN: 89051208327
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP GROUP HOLDINGS LIMITED ~ AMP HOLDINGS LIMITED ~ AMP LIMITED ~ AMP WEALTH MANAGEMENT HOLDINGS PTY LTD ~ NATIONAL MUTUAL FUNDS MANAGEMENT (GLOBAL) LIMITED
    The date the Financial Adviser commenced the appointment: 2017-03-16
    Authorised Representative Name: AMP FINANCIAL PLANNING PTY LIMITED
    Authorised Representative Number: 000232706
    Rep Appointed ABN: 89051208327
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Australis College ~ Certificate IV in Financial Services - Intellitrain Pty Ltd ~ Diploma of Finance and Mortgage Broking Management - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Australis College
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: MFAA - Mortgage & Finance Association of Australia
    Provides details on areas the Financial Adviser is restricted from giving advice on: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.