Michael Coorey Financial Planner Report

Name:
Michael Coorey

Rep Number:
000252882

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2004-01-19 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

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
Financial Planning Association of Australia
Certified Financial Planner
Deakin University/Financial Planning Association of Australia
Diploma of Financial Planning
Traineeship Management Australia
FNS50504 - Diploma of Financial Services (Finance/Mortgage Broking)
Kaplan Professional
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)
Mortgage and Finance Association of Australia
SMSF Association