Matthew Prain – Financial Adviser
Adviser identifying number: 352229
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: DEALERSHIP SERVICES PTY LTD
Licence number: 489933
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPECIALIST WEALTH GROUP PTY LIMITED
Authorised Representative identifying number: 449142
Authorised Representative’s ABN: 17152691711
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:
- Accredited Derivatives Adviser Level 1 – Kaplan
- Diploma of Financial Services (Financial Planning) FNS50804 – Mentor Education – RG146 Training Australia
- Margin Lending Accreditation Program – Deakin Prime
- Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education – RG146 Training Australia
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Matthew Prain is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Foreign Exchange Contracts
- 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
- Margin Lending Facility / Standard Margin Lending Facility