Jeneve Matai – Financial Adviser

Adviser identifying number: 1000245
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD
Licence number: 413674
Licensee’s ABN: 24151337843
Licence controlled by: Future Assist Group Holdings Pty Ltd ~ SANSAN INVESTMENTS PTY LTD [Date Ceased: 10/01/2017]

The date the Financial Adviser commenced the appointment: 06/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD
Authorised Representative identifying number: 413674
Authorised Representative’s ABN: 24151337843

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 Planning – Monarch Insitute
• Diploma of Financial Planning – Kaplan Professional Education
• Investments and Self Managed Superannuation Funds – Monarch Institute

Relevant memberships of professional bodies or industry associations:

Jeneve Matai is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility