HomeFinancial AdvisersMatthew Bates – Financial Adviser

Matthew Bates – Financial Adviser

Adviser identifying number: 1000283
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence number: 238375
Licensee’s ABN: 68010529665
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD

The date the Financial Adviser commenced the appointment: 16/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILSONS ADVISORY AND STOCKBROKING LIMITED
Authorised Representative identifying number: 238375
Authorised Representative’s ABN: 68010529665

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

  • Bachelor of Business Property (Vals) – RMIT University
  • Graduate Diploma in Finance and Investment – finsia
  • Is margin lending still worthwhile? ( training) – kaplan
  • Managing margin calls ( training) – Kaplan
  • Understanding the changing suppernuation landscape ( training) – Kaplan

Relevant memberships of professional bodies or industry associations:

Matthew Bates is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
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