Matthew Dunn Financial Planner Report

Name:
Matthew John Dunn

Rep Number:
000258198

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2008-09-25 onwards

Location:
Balgowlah, , NSW, 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
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
Integratec
Entry Level Competencies, Risk Management, Superannuation & Retirement Planning (2003)
Tribeca
Estate Planning (DFP 6)
FPA
Investment Planning (FPA3)
Kaplan
Investment Planning 2
Financial Planning Association of Australia (Deakin University)
Tax and Financial Planning Strategies (FPA/DFP 5)

Memberships
Association of Financial Advisers (AFA)