Adam Roy Matthews – Financial Adviser

Adviser identifying number: 307749
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: NEO FINANCIAL SOLUTIONS PTY LTD
Licence number: 385845
Licensee’s ABN: 64141607098
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADAM MATTHEWS PTY LTD
Authorised Representative identifying number: 441607
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:

• Advanced Diploma of Financial Services – Kaplan
• Cavendish & ICFS Specialist SMSF Course – University of Adelaide
• Diploma of Financial Services – Tribeca
• Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)

Adam Roy Matthews is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility