Matthew Pack Financial Planner Report

Name:
Matthew Harold Pack

Rep Number:
000263494

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2014-09-08 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

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
Superannuation

Qualifications
Kaplan
ASX Accredited Listed Products Adviser (ALPA) Program
Tribeca Learning
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments
Charles Sturt University
Master of Applied Finance
Kaplan
Self Managed Superannuation Funds

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)