Kathryn Jane Matheson – Financial Adviser

Adviser identifying number: 1244585
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence number: 228914
Licensee’s ABN: 77085878897
Licence controlled by: LANYON PARTNERS CONSOLIDATED PTY LTD

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LANYON PARTNERS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 228914
Authorised Representative’s ABN: 77085878897

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 RG146 Training – Kaplan
• Bachelor of Business (Accounting) – Deakin University

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Kathryn Jane Matheson is authorised to provide advices on following products:

• Superannuation