Mathew Will Schurmann – Financial Adviser
Adviser identifying number: 1005765
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence number: 240813
Licensee’s ABN: 19009145555
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
The date the Financial Adviser commenced the appointment: 01/02/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Authorised Representative identifying number: 240813
Authorised Representative’s ABN: 19009145555
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:
- Accredited Derivatives Adviser Level 1 Exam – Kaplan Professional Education
- Bachelor of Science (majors Maths and Oceanography) – University of New South Wales
- Margin Lending Accreditation Program – Stockbrokers Association of Australia
- Professional Diploma in Stockbroking – Stockbrokers Association of Australia
- SDIA Accreditation Program Assessment – Securities & Derivatives Industry Association
Relevant memberships of professional bodies or industry associations:
Mathew Will Schurmann 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
- Margin Lending Facility / Standard Margin Lending Facility