Matthew David Lock – Financial Adviser

Adviser identifying number: 328921
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: STEWARDS AFSL PTY LTD
Licence number: 450198
Licensee’s ABN: 63166457932
Licence controlled by:

The date the Financial Adviser commenced the appointment: 10/02/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STEWARDS AFSL PTY LTD
Authorised Representative identifying number: 450198
Authorised Representative’s ABN: 63166457932

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:

• Bachelor of Business – University of South Australia
• Certificate in Governance and Risk Management – Governance Institute of Australia
• Masters of Business Marketing – Charles Sturt University
• RG 146 – Mentor Education

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Governance Institute of Australia (GIA)
• Society of Trust and Estate Practioners (STEP)

Matthew David Lock is authorised to provide advices on following 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
• Securities
• Superannuation