Jonathan Matsen Financial Planner Report

Name:
Jonathan Eric Frederick Matsen

Rep Number:
001005195

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2007-12-03 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
Australian Financial Markets Association
ASX Accredited Derivatives Adviser Program
Tribeca
Accredited Derivatives Adviser Level 2
Tribeca
Accredited Derivatives Adviser: Level 1
Securities Institute of Australia
PS146 Superannuation Module
Deakin Prime
SDIA Accreditation - Securities, Futures, Managed Investments