Matthew Rodoreda Financial Planner Report

Name:
Matthew Rodoreda

Rep Number:
000255872

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2015-10-12 onwards

Licensee
Name:

Number:
000243313

ABN:
33 007 207 650

Appointed By
Name:
Synchronised Business Services Pty Ltd

Licence Number:
000243313

ABN:
33 007 207 650

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
Retirement Savings Account Products
Superannuation

Qualifications
FPA
DFP2 Risk Management and Insurance Planning
FPA
DFP3 Investment Planning Fundamentals & DFP004 Taxation Planning
FPA
DFP5 Retirement Planning
FPA
DFP6 Estate Planning & DFP07Z Advanced Investment Planning
Independent Centre of Financial Training
Financial Planning Certificate (DFP 1 Exemption Course)

Memberships
Association of Financial Advisers (AFA)