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