Matthew Zander Financial Planner Report

Name:
Matthew Irwin Zander

Rep Number:
001008097

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2017-07-01 onwards

Licensee
Name:

Number:
000456207

ABN:
30 162 573 828

Appointed By
Name:
Escala Wealth Management Pty Ltd

Licence Number:
000456207

ABN:
30 162 573 828

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
University of Otago
Bachelor of Commerce
ThreeSixty
Diploma of Financial Services (Financial Planning)
Securities Institute
Financial Planning & Wealth Creation

Memberships
Financial Planning Association of Australia (FPA)