JOANNE MATIA MATTHEWS (Adviser# 000245264) 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 November 9, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JOANNE MATIA MATTHEWS |
| Adviser Number | 000245264 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000240687 SECURITOR FINANCIAL GROUP LTD |
| Licence ABN | 48009189495 |
| Licence Controlled By | WESTPAC BANKING CORPORATION |
| Adviser Start Date | 2017-11-09 |
| Appointing Representative Name | INTEGRATED WEALTH SOLUTIONS (NSW) PTY LTD |
| Appointing Representative Number | 000420297 |
| Appointing Representative ABN | 65149727828 |
| Further Restrictions | This adviser is also authorised to provide personal advice on managed discretionary accounts provided only a regulated platform |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma Of Financial Planning | Financial Planning Association Of Australia |
| Self Managed Super Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only a regulated platform |
2017-11-09 - | INTEGRATED WEALTH SOLUTIONS (NSW) PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2015-10-01 - 2016-06-08 | MAGNITUDE GROUP PTY LTD |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2013-11-04 - 2015-09-10 | STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED |
| 000234660 |
IMB FINANCIAL PLANNING LIMITED
Licence controlled by: IMB LTD |
2012-06-04 - 2013-11-01 |
| Licence Name | SECURITOR FINANCIAL GROUP LTD |
| Licence Number | 000240687 |
| Licence ABN | 48009189495 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES CRAWFORD GREEN | Securitor Financial Group Ltd | Current | 2018-07-31 |
| SHEREEN CHURCHILL | Securitor Financial Group Ltd | Current | 2018-07-26 |
| LIESL JANELLE MASLEN | Securitor Financial Group Ltd | Current | 2018-07-19 |
| MARK EDWARDS | Securitor Financial Group Ltd | Current | 2018-07-06 |
| MICHAEL WALMSLEY | Securitor Financial Group Ltd | Current | 2018-06-29 |
| PAUL HALLIGAN | Securitor Financial Group Ltd | Current | 2018-06-29 |
| REECE MARINI | Securitor Financial Group Ltd | Current | 2018-05-02 |
| CHARLES ELLIOT JEREMY GREEN | Securitor Financial Group Ltd | Current | 2018-04-16 |
| JULIE ANNE GRAY | Securitor Financial Group Ltd | Current | 2018-03-24 |
| MARK ANDREW EYLES | Securitor Financial Group Ltd | Current | 2018-03-16 |
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| 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.