MATTHEW SHUTE

Licensee: ALLIANCE WEALTH PTY LTD

MATTHEW SHUTE (Adviser# 000240413) 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 June 2, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MATTHEW SHUTE
Adviser Number 000240413
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000449221
ALLIANCE WEALTH PTY LTD
Licence ABN 93161647007
Licence Controlled By CENTREPOINT ALLIANCE LIMITED
CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
Adviser Start Date 2017-06-02
Appointing Representative Name PROFESSIONAL CONSULTANTS GROUP PTY. LTD.
Appointing Representative Number 000320916
Appointing Representative ABN 61107989757
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MATTHEW SHUTE
  • ·
  • 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 Economics Flinders University
Certificate IV in Financial Services (Finance/Mortgage Broking) Kaplan Professional Education
Diploma of Financial Services (Financial Planning) Kaplan Professional Education
Margin Lending and Geared Investments Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000449221 ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
2017-06-02 - PROFESSIONAL CONSULTANTS GROUP PTY. LTD.
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2011-06-28 - 2017-06-02 SECURITOR FINANCIAL GROUP LTD
000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
2008-08-25 - 2011-06-27

Licensee Information

Licence Name ALLIANCE WEALTH PTY LTD
Licence Number 000449221
Licence ABN 93161647007

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER-JAMES MACKINNON CAMERON Alliance Wealth Pty Ltd Current 2018-08-10
ANTONIO MORO Alliance Wealth Pty Ltd Current 2018-08-01
JASMYN PFEIFFER Alliance Wealth Pty Ltd Current 2018-08-01
JEFFREY BOWMAN Alliance Wealth Pty Ltd Current 2018-07-27
TRACEY MARGARET PRATTLEY Alliance Wealth Pty Ltd Current 2018-07-26
LUKE THOMAS SALTMARSH Alliance Wealth Pty Ltd Current 2018-07-13
MICHAEL PAUL FARMER Alliance Wealth Pty Ltd Current 2018-07-06
RUSSELL W GILBERT Alliance Wealth Pty Ltd Current 2018-07-02
WESSEL HENDRIK SWART Alliance Wealth Pty Ltd Current 2018-07-02
MICHAEL EDWARD BELCHER Alliance Wealth Pty Ltd Current 2018-07-02

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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.