Mathew Fogarty – Financial Adviser

Adviser identifying number: 242181
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Licence number: 224954
Licensee’s ABN: 94003771579
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Authorised Representative identifying number: 224954
Authorised Representative’s ABN: 94003771579

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:

• Certified Financial Planner – FPA
• Diploma of Financial Planning – FPA
• Margin Lending and Geared Investments – Kaplan Professional
• Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

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

Mathew Fogarty 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