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