MATTHEW DAVID VAN BEEK


Licensee: OLD THEO PTY. LTD.

MATTHEW DAVID VAN BEEK (Adviser# 001247208) 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 August 15, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name MATTHEW DAVID VAN BEEK
Adviser Number 001247208
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000220976
OLD THEO PTY. LTD.
Licence ABN 68007015885
Adviser Start Date 2016-08-15
Appointing Representative Name OLD THEO PTY. LTD.
Appointing Representative Number 000220976
Appointing Representative ABN 68007015885
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • MATTHEW DAVID VAN BEEK
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accountancy) Royal Melbourne Institute of Technology
CPA Certificate CPA Australia
Personal Financial Planning and Superannuation CPA Australia
Practice Management CPA Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000220976 OLD THEO PTY. LTD. 2016-08-15 - OLD THEO PTY. LTD.

Licensee Information

Licence Name OLD THEO PTY. LTD.
Licence Number 000220976
Licence ABN 68007015885

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEPHEN MARK VAN BEEK Old Theo Pty. Ltd. Ceased 2013-01-10
THEO MARIA VAN BEEK Old Theo Pty. Ltd. Current 2004-01-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEPHEN MARK VAN BEEK Old Theo Pty. Ltd. Ceased 2013-01-10
THEO MARIA VAN BEEK Old Theo Pty. Ltd. Current 2004-01-01

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.