Matthew Harold Pack – Financial Adviser
Adviser identifying number: 263494
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED
The date the Financial Adviser commenced the appointment: 08/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002
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:
- ASX Accredited Listed Products Adviser (ALPA) Program – Kaplan
- Advanced Diploma of Financial Services (Financial Planning) – Tribeca Learning
- Margin Lending and Geared Investments – Kaplan
- Master of Applied Finance – Charles Sturt University
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
Matthew Harold Pack 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility