PAUL JOSEPH VERGONA


Licensee: POLITIS INVESTMENT STRATEGIES PTY LTD

PAUL JOSEPH VERGONA (Adviser# 001262521) 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 March 9, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL JOSEPH VERGONA
Adviser Number 001262521
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000253125
POLITIS INVESTMENT STRATEGIES PTY LTD
Licence ABN 71106823241
Adviser Start Date 2018-03-09
Appointing Representative Name POLITIS INVESTMENT STRATEGIES PTY LTD
Appointing Representative Number 000253125
Appointing Representative ABN 71106823241
Further Restrictions Financial product advice restricted as per " Notice of Authorisation" issued

Authorisations to provide financial product advice

  • PAUL JOSEPH VERGONA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Superannuation
  • ·
  • All Securities

Qualifications and training history

Qualification / Degree Institute / School
Advising in SMSF's CPA Australia
Certificate IV in Accounting Chisholm Institute
Diploma of Accounting Chisholm Institute
Diploma of Financial Planning CPA Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000253125 POLITIS INVESTMENT STRATEGIES PTY LTD
Further restrictions: Financial product advice restricted as per " Notice of Authorisation" issued
2018-03-09 - POLITIS INVESTMENT STRATEGIES PTY LTD

Licensee Information

Licence Name POLITIS INVESTMENT STRATEGIES PTY LTD
Licence Number 000253125
Licence ABN 71106823241

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL CAVALLARO Politis Investment Strategies Pty Ltd Current 2018-06-28
JUANITA JOY ALLEN Politis Investment Strategies Pty Ltd Current 2018-06-01
MICHAEL EDWARD MCAVINEY Politis Investment Strategies Pty Ltd Current 2018-04-23
TRENT HAYDEN SIMONOVIC Politis Investment Strategies Pty Ltd Current 2018-03-13
BRADFORD RAYMOND READ Politis Investment Strategies Pty Ltd Current 2017-12-27
CHRISTOPHER ANDREW JOHN SMITH Politis Investment Strategies Pty Ltd Current 2017-12-08
BIMALJEET SEKHON Politis Investment Strategies Pty Ltd Current 2017-11-29
APURV BHALLA Politis Investment Strategies Pty Ltd Ceased 2017-11-03
STEWART DAVID TEMESVARY Politis Investment Strategies Pty Ltd Current 2017-10-23
CHRISTOPHER MICHAEL HEWITT Politis Investment Strategies Pty Ltd Current 2017-09-05

Competitor

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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.