Matthew Loveder – Financial Adviser

Adviser identifying number: 1001732
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: BAILLIEU HOLST LTD
Licence number: 245421
Licensee’s ABN: 74006519393
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BAILLIEU HOLST LTD
Authorised Representative identifying number: 245421
Authorised Representative’s ABN: 74006519393

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 Economics – The University of Adelaide
  • Graduate Diploma of Applied Finance – Deakin University
  • Gradutate Diploma of Financial Planning – Kaplan Professional
  • Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Stockbrokers Association of Australia

Matthew Loveder is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Foreign Exchange Contracts
  • 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services