Financial Adviser · CASTLE HILL, NSW

Sebastian Vranken

CASTLE HILL, NSW
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000283837
Currently at
Mona Vale, NSW (firm address)

Sebastian Vranken is a financial adviser based in Castle Hill, New South Wales, with 20 years of experience in the financial services industry since 2006. Sebastian is currently authorised under Fintegrity Wealth Advisers, operating through Longevity Retirement Planning. Sebastian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sebastian's qualifications include a Certified Financial Planner from FPA. Sebastian is a member of Financial Advice Association of Australia (FAAA).

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

1997
Bachelor of Commerce
University of Western Sydney - UWS Nepean
2001
Graduate Diploma in Financial Planning
Securities Institute of Australia
2004
Certified Financial Planner
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Jul 2023 - Present Current
Mar 2020 - Jun 2023 Ceased
Feb 2019 - Mar 2020 Ceased
You are authorised to perform the following tasks:Deposit and payment products limited to: - Basic Deposit Products; - Deposit Products other than basic Deposit Products Life Products including; a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and associated retirement products; Listed Securities
Apr 2017 - Jan 2019 Ceased
The Authorised Representative is not allowed to provide advice on buying or selling particularshares. If a client makes a request to buy or sell shares, or for particular shares to be includedin a portfolio, the Authorised Representative may organise the transaction only. A ClientDirection Authority No Advice form must be completed. The Authorised Representative ispermitted to recommend to the client, as part of an overall strategy, to dispose of shares forthe purposes of portfolio diversification only.
Nov 2007 - Mar 2017 Ceased

Source: ASIC Financial Advisers Register