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