Matthew Stuart Wilson – Financial Adviser

Adviser identifying number: 1003703
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: NATIONAL AUSTRALIA BANK LIMITED
Licence number: 230686
Licensee’s ABN: 12004044937
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 01/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NATIONAL AUSTRALIA BANK LIMITED
Authorised Representative identifying number: 230686
Authorised Representative’s ABN: 12004044937

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:

• Advanced Diploma – Financial Planning – Kaplan
• CFP – Certified Financial Planner – Financial Planning Association of Australia
• Diploma – Financial Services (Financial Markets) – Kaplan
• Masters Degree – Financial Planning – University of the Sunshine Coast

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia (FINSIA)

Matthew Stuart Wilson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• 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