MATTHEW WILLIAM MATCHETT WALKER

Licensee: WLM FINANCIAL SERVICES PTY LIMITED

MATTHEW WILLIAM MATCHETT WALKER (Adviser# 000473211) 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 1, 2005.

Adviser Overview

Register Name Financial Advisers
Adviser Name MATTHEW WILLIAM MATCHETT WALKER
Adviser Number 000473211
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1994
Financial Service (AFS) Licence Licence# 000232512
WLM FINANCIAL SERVICES PTY LIMITED
Licence ABN 82079145298
Adviser Start Date 2005-05-01
Appointing Representative Name WLM FINANCIAL SERVICES PTY LIMITED
Appointing Representative Number 000232512
Appointing Representative ABN 82079145298
Memberships Association of Real Return Investment Advisers
Financial Planning Association of Australia (FPA)
SMSF Association

Authorisations to provide financial product advice

  • MATTHEW WILLIAM MATCHETT WALKER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Double Major: Economics & Finance - UNSW
Certified Financial Planner Financial Planning Association
Diploma of Financial Planning Financial Planning Association
Estate Planning and Professional Responsibilites Macquarie University
Self Managed Superannuation Funds Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000232512 WLM FINANCIAL SERVICES PTY LIMITED 2005-05-01 - WLM FINANCIAL SERVICES PTY LIMITED

Licensee Information

Licence Name WLM FINANCIAL SERVICES PTY LIMITED
Licence Number 000232512
Licence ABN 82079145298

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEPHEN BUHLMAN Wlm Financial Services Pty Limited Current 2018-01-15
LAURA RITA MENSCHIK Wlm Financial Services Pty Limited Current 2005-05-01
SEAN MICHAEL MCGOWAN Wlm Financial Services Pty Limited Current 2005-05-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEPHEN BUHLMAN Wlm Financial Services Pty Limited Current 2018-01-15
LAURA RITA MENSCHIK Wlm Financial Services Pty Limited Current 2005-05-01
SEAN MICHAEL MCGOWAN Wlm Financial Services Pty Limited Current 2005-05-01

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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.