Matthew Anderson – Financial Adviser

Adviser identifying number: 416448
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: THE ADVICE EXCHANGE PTY LTD
Licence number: 278937
Licensee’s ABN: 55107629194
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD

The date the Financial Adviser commenced the appointment: 17/01/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE ADVICE EXCHANGE PTY LTD
Authorised Representative identifying number: 278937
Authorised Representative’s ABN: 55107629194

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:

• Bachelor of Business – Swinburne University of Technology
• Certified Financial Planner – FPA
• Graduate Diploma of Financial Planning – SIA
• Self Managed Superannuation Fund Specialist Adviser – SPAA

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Matthew Anderson 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation