Matthew John Dunn – Financial Adviser

Adviser identifying number: 258198
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence number: 244252
Licensee’s ABN: 61094529987
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 25/09/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 244252
Authorised Representative’s ABN: 61094529987

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:

• Entry Level Competencies, Risk Management, Superannuation & Retirement Planning (2003) – Integratec
• Estate Planning (DFP 6) – Tribeca
• Investment Planning (FPA3) – FPA
• Investment Planning 2 – Kaplan
• Tax and Financial Planning Strategies (FPA/DFP 5) – Financial Planning Association of Australia (Deakin University)

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Matthew John Dunn 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
• Superannuation
• All Securities