Matthew White – Financial Adviser
Adviser identifying number: 1001389
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: PHILLIP CAPITAL LIMITED
Licence number: 246827
Licensee’s ABN: 14002918247
Licence controlled by:
The date the Financial Adviser commenced the appointment: 12/03/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PHILLIP CAPITAL LIMITED
Authorised Representative identifying number: 246827
Authorised Representative’s ABN: 14002918247
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:
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Relevant qualifications and training:
- Accredited Derivatives Adviser Level 1 – Australian Stock Exchange
- Bachelor of Commerce (Finance) – Deakin University
- Margin Lending & Geared Investments – Kaplan
- RG 146 – Securities Institute of Australia
- diploma of Financial Markets – Securities Institute of Australia
Relevant memberships of professional bodies or industry associations:
Matthew White is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Margin Lending Facility / Standard Margin Lending Facility