Financial Adviser · TOORMINA, NSW

Matthew Neil Vagg

TOORMINA, NSW

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000409971

Currently at

Crystal Australia Investments

Melbourne, VIC (firm address)

View firm profile

About Matthew Neil Vagg

Matthew Neil Vagg is a financial adviser based in Toormina, New South Wales, with 27 years of experience in the financial services industry since 1999. Matthew is currently authorised under Capstone Financial Planning, operating through Crystal Australia Investments. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's 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