Matthew James Williams – Financial Adviser
Adviser identifying number: 398225
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: MATRIX PLANNING SOLUTIONS LIMITED
Licence number: 238256
Licensee’s ABN: 45087470200
Licence controlled by: CLEARVIEW WEALTH LIMITED
The date the Financial Adviser commenced the appointment: 01/02/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MATRIX PLANNING SOLUTIONS LIMITED
Authorised Representative identifying number: 238256
Authorised Representative’s ABN: 45087470200
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 – The University of Newcastle Australia
- FNS40810 – Certificate IV in Finance and Mortgage Broking – Kaplan Professional Education
- FNS60404 – Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- Margin Lending and Geared Investments – Kaplan Professional Education
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- MDRT – The Premier Association of Financial Professionals
Matthew James Williams 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility