Matt Accadia Financial Planner Report

Name:
Matt Accadia

Rep Number:
000250477

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2012-12-18 onwards

Location:
Rosanna, , VIC, 0

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
All Securities
Superannuation

Qualifications
Kaplan
Accredited Listed Product Adviser Program
University of Western Sydney/Deakin/FPA
Certified Financial Planner
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)