Matthew David Van Beek – Financial Adviser

Adviser identifying number: 1247208
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: THEO VAN BEEK & CO. PTY. LTD.
Licence number: 220976
Licensee’s ABN: 68007015885
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THEO VAN BEEK & CO. PTY. LTD.
Authorised Representative identifying number: 220976
Authorised Representative’s ABN: 68007015885

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:

• Bachelor of Business (Accountancy) – Royal Melbourne Institute of Technology
• CPA Certificate – CPA Australia
• Personal Financial Planning and Superannuation – CPA Australia
• Practice Management – CPA Australia

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

Matthew David Van Beek is authorised to provide advices on following products:

• 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility