Matthew Raftopoulous Financial Planner Report

Name:
Matthew Raftopoulous

Rep Number:
000235066

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

ABN:
65 434 915 226

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Monash University
Bachelor of Economics
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning
Institute of Chartered Accountants In Australia
Professional Year
Tax Practitioners Board
Registered Tax Agent

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)