Matthew Noel Gadd – Financial Adviser

Adviser identifying number: 255796
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: MONEYTAX FINANCIAL PLANNING PTY LTD
Licence number: 280928
Licensee’s ABN: 54099805875
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/11/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MONEYTAX FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 280928
Authorised Representative’s ABN: 54099805875

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:

• Diploma of Financial Planning – FPA/Deakin University
• Graduate Diploma in Applied Finance & Investment – FINSIA
• Master of Commerce (Professional Accounting) – University of New England

Relevant memberships of professional bodies or industry associations:

• Association of Independently Owned Financial Professionals (AIOFP)
• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia
• Institute of Public Accountants (IPA)
• The Tax Institute

Matthew Noel Gadd 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, excluding IDPS
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility