Matthew Shute – Financial Adviser

Adviser identifying number: 240413
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 02/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL CONSULTANTS GROUP PTY. LTD.
Authorised Representative identifying number: 320916
Authorised Representative’s ABN: 61107989757

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:

• Bachelor of Economics – Flinders University
• Certificate IV in Financial Services (Finance/Mortgage Broking) – Kaplan Professional Education
• Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
• Margin Lending and Geared Investments – Kaplan Professional Education
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Matthew Shute is authorised to provide advices on following 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility