Matthew Taylor Financial Planner Report

Name:
Matthew Bernard Peter Taylor

Rep Number:
001244854

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-06-27 onwards

Licensee
Name:

Number:
000236643

ABN:
42 000 001 007

Controlled By:

Appointed By
Name:
Perpetual Trustee Company Limited

Licence Number:
000236643

ABN:
42 000 001 007

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
MDA Services
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Accredited Derivatives Adviser
Pinnacle Financial Services Academy
Advanced Diploma of Financial Services
University of the Sunshine Coast
Bachelor of Business
Mentor Education
Diploma of Financial Services
Australian Institute of Business
Master of Business Administration