Matthew Mcconnell Financial Planner Report

Name:
Matthew William Mcconnell

Rep Number:
001003050

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2017-06-14 onwards

Location:
Devonport, , TAS, 0

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Synectic Wealth Pty Ltd

Licence Number:
001250871

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
TAFE
Advanced Diploma in Business Accounting
University of Tasmania
Bachelor of Commerce
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
Diploma of Financial Planning
FINSIA
Graduate Diploma of Applied Finance & Investment

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association