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