Matthew Crosara Financial Planner Report

Name:
Matthew Rhys Crosara

Rep Number:
001233265

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2017-07-24 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Superannuation

Qualifications
Integrity Education Group
Advanced Diploma of Financial planning
International Institute of Technology
Diploma of Financial Planning
Integrity Education Group
Margin Lending

Memberships
Financial Planning Association of Australia (FPA)