Matthew Graeme Oake – Financial Adviser

Adviser identifying number: 426956
Status: Current
Adviser’s ABN: 24573391373
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
Licence number: 484737
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 08/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIVATE WEALTH PARTNERS GROUP PTY LIMITED
Authorised Representative identifying number: 484737
Authorised Representative’s ABN:

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:

• Diploma of Financial Planning – The Financial Planning Association
• Graduate Diploma Applied Finance and Investment – The Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

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

Matthew Graeme Oake is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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
• Margin Lending Facility / Standard Margin Lending Facility