Matthew William Matchett Walker – Financial Adviser
Adviser identifying number: 473211
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994
Name of the licence holder: WLM FINANCIAL SERVICES PTY LIMITED
Licence number: 232512
Licensee’s ABN: 82079145298
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/05/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WLM FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 232512
Authorised Representative’s ABN: 82079145298
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 Commerce – Double Major: Economics & Finance – UNSW
- Certified Financial Planner – Financial Planning Association
- Diploma of Financial Planning – Financial Planning Association
- Estate Planning and Professional Responsibilites – Macquarie University
- Self Managed Superannuation Funds – Tribeca
Relevant memberships of professional bodies or industry associations:
- Association of Real Return Investment Advisers
- Financial Planning Association of Australia (FPA)
- SMSF Association
Matthew William Matchett Walker 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
- FHSA Issued non ADI