MATTHEW PERRY


Licensee: WEALTH TODAY PTY LTD

MATTHEW PERRY (Adviser# 000234896) 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 July 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MATTHEW PERRY
Adviser Number 000234896
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000340289
WEALTH TODAY PTY LTD
Licence ABN 62133393263
Licence Controlled By SPRING FG LIMITED
Adviser Start Date 2018-07-06
Appointing Representative Name WEALTH TODAY PTY LTD
Appointing Representative Number 000340289
Appointing Representative ABN 62133393263

Authorisations to provide financial product advice

  • MATTHEW PERRY
  • ·
  • 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
Diploma of Financial Services Dover Financial Training

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000340289 WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED
2018-07-06 - WEALTH TODAY PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2016-01-04 - 2018-07-06 DOVER FINANCIAL ADVISERS PTY LTD
000342766 LIONSGATE FINANCIAL GROUP PTY. LTD. 2014-01-29 - 2015-12-22 LIONSGATE FINANCIAL GROUP PTY. LTD.
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2007-02-05 - 2014-01-04
000223610 MCA FINANCIAL PLANNERS PTY. LTD. 2006-10-25 - 2007-02-22
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
2003-07-17 - 2003-10-28

Licensee Information

Licence Name WEALTH TODAY PTY LTD
Licence Number 000340289
Licence ABN 62133393263

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRADLEY COCHRANE Wealth Today Pty Ltd Current 2018-08-29
DANIEL THOMPSON Wealth Today Pty Ltd Current 2018-08-16
JULIAN SHANE MUSGRAVE Wealth Today Pty Ltd Current 2018-08-15
PAUL MAGIATIS Wealth Today Pty Ltd Current 2018-08-15
BRIAN RODNEY CORNELL Wealth Today Pty Ltd Current 2018-07-24
JAMES PETER HENDERSON Wealth Today Pty Ltd Current 2018-07-06
TRENT BURTON SAMPSON Wealth Today Pty Ltd Current 2018-07-06
ROSS WILLIAM LEDGER Wealth Today Pty Ltd Current 2018-07-06
BERNARD DOBSON Wealth Today Pty Ltd Current 2018-07-06
FIEL SANTOS Wealth Today Pty Ltd Current 2018-07-06

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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.