Samuel David Mathews – Financial Adviser

Adviser identifying number: 259413
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: PGW FINANCIAL SERVICES PTY LTD
Licence number: 384713
Licensee’s ABN: 15123835441
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PGW FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 384713
Authorised Representative’s ABN: 15123835441

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:

• Accreditation Program PS146 Securities, Futures Markets and Managed Investments – SDIA
• Diploma of Financial Services (Financial Planning) – Kaplan
• Margin Lending Accreditation – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations:

Samuel David Mathews is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Securities
• Superannuation