Matthew David Garrett – Financial Adviser

Adviser identifying number: 242509
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: INVESTORY PTY LTD
Licence number: 432670
Licensee’s ABN: 69161021941
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INVESTORY PTY LTD
Authorised Representative identifying number: 432670
Authorised Representative’s ABN: 69161021941

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training: Advanced Diploma of Financial Services (Financial Planning) – Kaplan

Relevant memberships of professional bodies or industry associations:

Matthew David Garrett 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation