Matthew James Donat – Financial Adviser

Adviser identifying number: 1237830
Status: Current
Adviser’s ABN: 87106961239
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: KODA CAPITAL PTY LTD
Licence number: 452581
Licensee’s ABN: 65166491961
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KODA CAPITAL PTY LTD
Authorised Representative identifying number: 452581
Authorised Representative’s ABN: 65166491961

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 Commerce – Monash University
• Chartered Accountant – Institute of Chartered Accountants Australia
• Graduate Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Tax Institute of Australia (TIA)

Matthew James Donat is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services