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Financial Advisers: VITO VENTURA Information

This is the detailed information about VITO VENTURA, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000335237, the year the Financial Adviser first provided advice is 1973 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:56.

Financial Adviser Number: 000335237
Financial Adviser Name: VITO VENTURA
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1973
Adviser Town: Bundoora
Adviser State: VIC
Adviser Country: Australia
Adviser Town: Bundoora
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AURA WEALTH PTY LTD.
    Licence Number: 000380552
    Licence ABN: 34122486935
    The company(ies) or people who control the licensee's business: Spark Partnership Group Holdings Pty Ltd ~ AURA GROUP PTY LTD [Date Ceased: 2020-03-13] ~ BARRY PARKER [Date Ceased: 2017-07-13]
    The date the Financial Adviser commenced the appointment: 2019-04-15
    Authorised Representative Name: AURA WEALTH PTY LTD.
    Authorised Representative Number: 000380552
    Rep Appointed ABN: 34122486935
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Securities: 1
    Fin Superannuation: 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 - Financial Planning - Deakin Financial Service ~ Advanced Diploma - Financial Planning - Deakin Financial Service
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Association of Financial Advisers (AFA) ~ Tax Practitioners Board ~ Tax Practitioners Board
  2. Financial Adviser Status: Ceased
    Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
    Licence Number: 000331367
    Licence ABN: 89133593012
    The company(ies) or people who control the licensee's business: CLEARVIEW WEALTH LIMITED
    The date the Financial Adviser commenced the appointment: 2016-09-19
    The date the Financial Adviser ceased the appointment: 2019-04-12
    Authorised Representative Name: CLEARVIEW FINANCIAL ADVICE PTY LTD
    Authorised Representative Number: 000331367
    Rep Appointed ABN: 89133593012
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma - Financial Planning - Deakin Financial Service ~ Advanced Diploma - Financial Planning - Deakin Financial Service
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Association of Financial Advisers (AFA) ~ Tax Practitioners Board ~ Tax Practitioners Board
    Provides details on areas the Financial Adviser is restricted from giving advice on: Excludes SMSF
  3. Financial Adviser Status: Ceased
    Name of the licence holder: GWM ADVISER SERVICES LIMITED
    Licence Number: 000230692
    Licence ABN: 96002071749
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2009-03-09
    The date the Financial Adviser ceased the appointment: 2016-09-12
    Authorised Representative Name: GWM ADVISER SERVICES LIMITED
    Authorised Representative Number: 000230692
    Rep Appointed ABN: 96002071749
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma - Financial Planning - Deakin Financial Service ~ Advanced Diploma - Financial Planning - Deakin Financial Service
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Association of Financial Advisers (AFA) ~ Tax Practitioners Board ~ Tax Practitioners Board
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AXIES PTY. LTD.
    Licence Number: 000339384
    Licence ABN: 38136704446
    The date the Financial Adviser commenced the appointment: 2020-04-09
    Authorised Representative Name: VENTURA NOMINEES (VIC) PTY. LTD.
    Authorised Representative Number: 000283845
    Rep Appointed ABN: 83110535503
    Fin Life Products/Investment Life Insurance Products: 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 - Financial Planning - Deakin Financial Service ~ Advanced Diploma - Financial Planning - Deakin Financial Service
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Association of Financial Advisers (AFA) ~ Tax Practitioners Board ~ Tax Practitioners Board

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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.