Owen Waltham Douglas Weeks – Financial Adviser
Adviser identifying number: 1004755
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1975
Name of the licence holder: LIFESTYLE MATTERS PTY LTD
Licence number: 227935
Licensee’s ABN: 49095706362
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/06/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESTYLE MATTERS PTY LTD
Authorised Representative identifying number: 000227935
Authorised Representative’s ABN: 49095706362
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 – Melbourne University
- Certificate of Business Studies – Prahran College of TAFE
- Diploma Of Financial Planning – Deakin University
- Registered Tax Agent – Tax Agents Board
Relevant memberships of professional bodies or industry associations:
- Association of Superannuation Funds Australia (ASFA)
- Financial Planning Association of Australia (FPA)
- Institute of Public Accountants (IPA)
- Taxpayers Australia Institute
Owen Waltham Douglas Weeks 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, excluding IDPS
- Retirement Savings Account Products
- Securities
- Superannuation