Alison Matthews – Financial Adviser

Adviser identifying number: 1003647
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: COMMONWEALTH PRIVATE LIMITED
Licence number: 314018
Licensee’s ABN: 30125238039
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/10/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMMONWEALTH PRIVATE LIMITED
Authorised Representative identifying number: 314018
Authorised Representative’s ABN: 30125238039

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 (Financial Planning) – Tribeca
  • Bachelor of Economics – University of Adelaide
  • Certified Financial Planner – FPA
  • Foundation DFP – FPA/Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Alison Matthews is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation