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