Matthew Robert Stevenson – Financial Adviser
Adviser identifying number: 443544
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: MATRIX PLANNING SOLUTIONS LIMITED
Licence number: 238256
Licensee’s ABN: 45087470200
Licence controlled by: CLEARVIEW WEALTH LIMITED
The date the Financial Adviser commenced the appointment: 13/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MATRIX PLANNING SOLUTIONS LIMITED
Authorised Representative identifying number: 238256
Authorised Representative’s ABN: 45087470200
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:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- Bachelor or Commerce, Economics and Finance – University of Western Sydney
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- Diploma of Financial Services – The Association of Superannuation Funds of Australia
- Diploma of Superannuation Management – The Association of Superannuation Funds of Australia
Relevant memberships of professional bodies or industry associations:
- SMSF Association
- Tax Institute of Australia
Matthew Robert Stevenson 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, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
- Old Law Securities Options Contracts and Warrants Securities