Matthew James Rutter – Financial Adviser

Adviser identifying number: 260334
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: OAKWOOD FINANCIAL GROUP PTY LIMITED
Licence number: 255231
Licensee’s ABN: 11063291163
Licence controlled by:

The date the Financial Adviser commenced the appointment: 31/08/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OAKWOOD FINANCIAL GROUP PTY LIMITED
Authorised Representative identifying number: 255231
Authorised Representative’s ABN: 11063291163

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 – Newcastle University
  • Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Matthew James Rutter 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