Marni Jane Mcgrath – Financial Adviser

Adviser identifying number: 1244059
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: HENDERSON MATUSCH PTY LTD
Licence number: 274484
Licensee’s ABN: 32107343091
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HM ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 440639
Authorised Representative’s ABN: 31164149213

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:

• Accountants SMSF Package-Superannuation & SMSF Accreditation Program with Generic Knowledge – Kaplan
• Bachelor of Business – University College of Central Queensland

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Marni Jane Mcgrath is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation