Stuart Mathieson – Financial Adviser

Adviser identifying number: 1001882
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD
Licence number: 287804
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/05/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD
Authorised Representative identifying number: 287804
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:

• Bachelor of Business (Acc)/Bachelor of Business (Banking and Finance) – Monash University
• Graduate Diploma in Applied Finance and Investment – Finsia
• Graduate Diploma of Financial Planning – Finsia/Kaplan
• Master of Applied Finance – Kaplan
• SMSF Accreditation – AXA Excellence

Relevant memberships of professional bodies or industry associations:

Stuart Mathieson 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility