Matthew Keith Wilson – Financial Adviser
Adviser identifying number: 1246331
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: SHAW AND PARTNERS LIMITED
Licence number: 236048
Licensee’s ABN: 24003221583
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHAW AND PARTNERS LIMITED
Authorised Representative identifying number: 236048
Authorised Representative’s ABN: 24003221583
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:
- ADA1 Accreditation – Kaplan
- ADA2 Accreditation – Kaplan
- Accredited Derivatives Adviser Level 2 Exam – Kaplan Professional Education
- Bachelor of Business (Law) – Monash University
- Bachelor of Business (Law) – Monash University
- Diploma Financial Services (F.P.) – Pinnacle
- Graduate Certificate of Wealth Management – Deakin University
- Graduate Diploma of Wealth Management – Deakin University
- Margin Lending Accreditation Program – Stockbrokers Association of Australia
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
Matthew Keith Wilson is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
- All Securities