Matthew William Mcconnell – Financial Adviser

Adviser identifying number: 1003050
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

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: 14/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNECTIC WEALTH PTY LTD
Authorised Representative identifying number: 1250871
Authorised Representative’s ABN:

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:

• Advanced Diploma in Business Accounting – TAFE
• Bachelor of Commerce – University of Tasmania
• Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
• Diploma of Financial Planning – Financial Planning Association of Australia (FPA)
• Graduate Diploma of Applied Finance & Investment – FINSIA

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Matthew William Mcconnell 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
• Securities
• Superannuation