Matthew James Witkowski – Financial Adviser

Adviser identifying number: 304796
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: ACORN FINANCIAL GROUP PTY LTD
Licence number: 299171
Licensee’s ABN: 89118110277
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/08/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACORN FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 299171
Authorised Representative’s ABN: 89118110277

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:

• Advanced Diploma in Financial Services (Financial Planning) – Deakin Financial Services
• Bachelor of Commerce (Accounting & Finance) – Deakin University
• Certified Practising Accountant (CPA) – CPA Australia
• Diploma in Financial Advising (Equities) – Securities Institute of Australia
• Master of Business Administration (MBA) – Deakin University

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia (FINSIA)

Matthew James Witkowski 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