Matthew James Smith – Financial Adviser

Adviser identifying number: 301211
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: MKS WEALTH MANAGEMENT PTY LTD
Licence number: 322207
Licensee’s ABN: 15129312661
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/04/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MKS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 322207
Authorised Representative’s ABN: 15129312661

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 (Accounting & Finance) – Monash University
• Graduate Diploma of Applied Investment & Finance – Securities Institute of Australia
• Graduate Diploma of Financial Planning – Financial Services Institute of Australia

Relevant memberships of professional bodies or industry associations:

Matthew James Smith 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
• Margin Lending Facility / Standard Margin Lending Facility