Matthew David Lock – Financial Adviser

Adviser identifying number: 328921
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust

The date the Financial Adviser commenced the appointment: 18/08/2008
The date the Financial Adviser ceased the appointment: 13/07/2010
Name of the Authorised Representative: MATTHEW DAVID LOCK
Authorised Representative identifying number: 000328921
Authorised Representative’s ABN:

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 – University of South Australia
• Certificate in Governance and Risk Management – Governance Institute of Australia
• Masters of Business Marketing – Charles Sturt University
• RG 146 – Mentor Education

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Governance Institute of Australia (GIA)
• Society of Trust and Estate Practioners (STEP)

Matthew David Lock is authorised to provide advices on following products: