Matthew Smith Financial Planner Report

Name:
Matthew William Barton Smith

Rep Number:
000242317

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000230689

ABN:
28 056 426 932

Controlled By:

Appointed By
Name:
Apogee Financial Planning Limited

Licence Number:
000230689

ABN:
28 056 426 932

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
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
University of Sydney
Bachelor Degree - Economics
Financial Planning Association of Australia
CFP - CFP Certification
North Sydney College of TAFE
Diploma - Associate Diploma in Business
Deakin University
Diploma - Financial Planning

Memberships
Financial Planning Association of Australia (FPA)