Andrew Shakespeare Financial Planner Report

Name:
Andrew Joseph Shakespeare

Rep Number:
000323781

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2008-03-28 onwards

Location:
Charlestown, , 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
Derivatives
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 (CFP) Program
Securities Institute
Graduate Diploma of Applied Finance and Investments - Investment Analysis Stream
Finsia
Graduate Diploma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
MDRT - The Premier Association of Financial Professionals