Matthew Stevens Financial Planner Report

Name:
Matthew James Stevens

Rep Number:
000226321

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-02-10 onwards

Licensee
Name:

Number:
000224543

ABN:
55 094 972 540

Controlled By:

Appointed By
Name:
Financial Linx Pty Ltd

Licence Number:
000226259

ABN:
70 093 475 775

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
James Cook University
Bachelor of Commerce
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning
Kaplan Professional
Margin Lending & Geared Investments

Memberships
Financial Planning Association of Australia (FPA)