ANTHONY DAVID VIRTUE


Licensee: AMALGAMATED FINANCIAL SERVICES PTY LTD

ANTHONY DAVID VIRTUE (Adviser# 000239509) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 1, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANTHONY DAVID VIRTUE
Adviser Number 000239509
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1990
Financial Service (AFS) Licence Licence# 000407238
AMALGAMATED FINANCIAL SERVICES PTY LTD
Licence ABN 42060673814
Licence Controlled By VIRTUE FAMILY TRUST
Adviser Start Date 2012-02-01
Appointing Representative Name AMALGAMATED FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000407238
Appointing Representative ABN 42060673814
Memberships Association of Financial Advisers (AFA)
Association of Independently Owned Financial Professionals (AIOFP)
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)

Authorisations to provide financial product advice

  • ANTHONY DAVID VIRTUE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Financial Planning with Distinction) Royal Melbourne Institute of Technology
Certified Financial Planner Financial Planning Association of Australia
Doctor of Business Administration University of Southern Queensland
Fellow Chartered Financial Practitioner Association of Financial Advisers
Master of Applied Finance Macquarie University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000407238 AMALGAMATED FINANCIAL SERVICES PTY LTD
Licence controlled by: VIRTUE FAMILY TRUST
2012-02-01 - AMALGAMATED FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name AMALGAMATED FINANCIAL SERVICES PTY LTD
Licence Number 000407238
Licence ABN 42060673814

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW JOHN KEAY Amalgamated Financial Services Pty Ltd Ceased 2016-08-09
DEBORAH LYKLES Amalgamated Financial Services Pty Ltd Current 2015-06-25
FIONA LEE GOODLAND Amalgamated Financial Services Pty Ltd Current 2014-12-08
MATTHEW SUTTON Amalgamated Financial Services Pty Ltd Current 2012-02-01
ARTHUR PRINGLE Amalgamated Financial Services Pty Ltd Ceased 2012-02-01
BRETT WILLIAM WHEATLEY Amalgamated Financial Services Pty Ltd Current 2011-08-09

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW JOHN KEAY Amalgamated Financial Services Pty Ltd Ceased 2016-08-09
DEBORAH LYKLES Amalgamated Financial Services Pty Ltd Current 2015-06-25
FIONA LEE GOODLAND Amalgamated Financial Services Pty Ltd Current 2014-12-08
MATTHEW SUTTON Amalgamated Financial Services Pty Ltd Current 2012-02-01
ARTHUR PRINGLE Amalgamated Financial Services Pty Ltd Ceased 2012-02-01
BRETT WILLIAM WHEATLEY Amalgamated Financial Services Pty Ltd Current 2011-08-09

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.