Matthew Carnegie – Financial Adviser
Adviser identifying number: 383051
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:
The date the Financial Adviser commenced the appointment: 06/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650
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:
- Advanced Self Managed Superannuation Funds Program – Kaplan
- Advanced Diploma of Financial Services (Financial Planning) – Mentor Education
- Diploma of Financial Services (Financial Planning) – AMP
- Policy Statement 146 Knowledge Assessment – Tribeca
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Matthew Carnegie 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