Matthew Ryan Schutz – Financial Adviser
Adviser identifying number: 1002682
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: AUSTRALIAN EXECUTOR TRUSTEES LIMITED
Licence number: 240023
Licensee’s ABN: 84007869794
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 11/03/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN EXECUTOR TRUSTEES LIMITED
Authorised Representative identifying number: 240023
Authorised Representative’s ABN: 84007869794
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:
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Relevant qualifications and training:
- Advanced Diploma Financial Services (Financial Planning) – Kaplan Professional
- Margin Lending and Geared Investments – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Matthew Ryan Schutz is authorised to provide advices on following products:
- Derivatives
- 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility