MATTHEW CLARK WALSH


Licensee: CBSW PTY LTD

MATTHEW CLARK WALSH (Adviser# 001259124) 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 March 10, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MATTHEW CLARK WALSH
Adviser Number 001259124
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000489210
CBSW PTY LTD
Adviser Start Date 2017-03-10
Appointing Representative Name CBSW PTY LTD
Appointing Representative Number 000489210
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • MATTHEW CLARK WALSH
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Acc & Fin) Curtin University of Technology
Diploma of Financial Planning Superannuation & SMSF's - Kaplan Professional
Diploma of Financial Planning Financial Planning - Kaplan Professional
Graduate Diploma of Chartered Accountants Institute of Chartered Accountants

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000489210 CBSW PTY LTD 2017-03-10 - CBSW PTY LTD

Licensee Information

Licence Name CBSW PTY LTD
Licence Number 000489210

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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.