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:

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