BOYES MATTHEW JAMES


Licensee: HARPER FINANCIAL GROUP PTY. LTD.

BOYES MATTHEW JAMES (Adviser# 000229927) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is May 25, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name BOYES MATTHEW JAMES
Adviser Number 000229927
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000313207
HARPER FINANCIAL GROUP PTY. LTD.
Licence ABN 46124548812
Adviser Start Date 2018-05-25
Appointing Representative Name HARPER FINANCIAL GROUP PTY. LTD.
Appointing Representative Number 000313207
Appointing Representative ABN 46124548812
Memberships Chartered Accountants Australia and New Zealand (CA)
SMSF Association

Authorisations to provide financial product advice

  • BOYES MATTHEW JAMES
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Chartered Accountant Course ICAA/CAANZ
FPA Accreditation FPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000313207 HARPER FINANCIAL GROUP PTY. LTD. 2018-05-25 - HARPER FINANCIAL GROUP PTY. LTD.

Licensee Information

Licence Name HARPER FINANCIAL GROUP PTY. LTD.
Licence Number 000313207
Licence ABN 46124548812

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL ANDREW SINCLAIR Harper Financial Group Pty. Ltd. Current 2018-05-25
GERARD DANIEL TRAPNELL Harper Financial Group Pty. Ltd. Current 2018-05-25

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL ANDREW SINCLAIR Harper Financial Group Pty. Ltd. Current 2018-05-25
GERARD DANIEL TRAPNELL Harper Financial Group Pty. Ltd. Current 2018-05-25

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.