Matthew Barsby Financial Planner Report

Name:
Matthew James Barsby

Rep Number:
000281870

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2017-07-05 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Kaplan
Accredited Listed Product Adviser Program
Deakin University
Bachelor of Commerce (Financial Planning and Accounting)
Kaplan
SMSF
Kaplan
Tax for Financial Advising

Memberships
Financial Planning Association of Australia (FPA)