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:

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