Jonathan Eric Frederick Matsen – Financial Adviser
Adviser identifying number: 1005195
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: MACQUARIE EQUITIES LIMITED
Licence number: 237504
Licensee’s ABN: 41002574923
Licence controlled by: MACQUARIE GROUP LIMITED
The date the Financial Adviser commenced the appointment: 03/12/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MACQUARIE EQUITIES LIMITED
Authorised Representative identifying number: 000237504
Authorised Representative’s ABN: 41002574923
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:
- ASX Accredited Derivatives Adviser Program – Australian Financial Markets Association
- Accredited Derivatives Adviser Level 2 – Tribeca
- Accredited Derivatives Adviser: Level 1 – Tribeca
- PS146 Superannuation Module – Securities Institute of Australia
- SDIA Accreditation – Securities, Futures, Managed Investments – Deakin Prime
Relevant memberships of professional bodies or industry associations:
Jonathan Eric Frederick Matsen is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility