Matthew Rodoreda – Financial Adviser

Adviser identifying number: 255872
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:

The date the Financial Adviser commenced the appointment: 12/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• DFP2 Risk Management and Insurance Planning – FPA
• DFP3 Investment Planning Fundamentals & DFP004 Taxation Planning – FPA
• DFP5 Retirement Planning – FPA
• DFP6 Estate Planning & DFP07Z Advanced Investment Planning – FPA
• Financial Planning Certificate (DFP 1 Exemption Course) – Independent Centre of Financial Training

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Matthew Rodoreda is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation