Matthew Prain – Financial Adviser

Adviser identifying number: 352229
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: DEALERSHIP SERVICES PTY LTD
Licence number: 489933
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPECIALIST WEALTH GROUP PTY LIMITED
Authorised Representative identifying number: 449142
Authorised Representative’s ABN: 17152691711

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:

  • Accredited Derivatives Adviser Level 1 – Kaplan
  • Diploma of Financial Services (Financial Planning) FNS50804 – Mentor Education – RG146 Training Australia
  • Margin Lending Accreditation Program – Deakin Prime
  • Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education – RG146 Training Australia

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

Matthew Prain is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility