JONATHAN ERIC FREDERICK MATSEN


Licensee: BELL POTTER SECURITIES LIMITED

JONATHAN ERIC FREDERICK MATSEN (Adviser# 001005195) 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 29, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JONATHAN ERIC FREDERICK MATSEN
Adviser Number 001005195
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000243480
BELL POTTER SECURITIES LIMITED
Licence ABN 25006390772
Licence Controlled By BELL FINANCIAL GROUP LIMITED
Adviser Start Date 2018-05-29
Appointing Representative Name BELL POTTER SECURITIES LIMITED
Appointing Representative Number 000243480
Appointing Representative ABN 25006390772

Authorisations to provide financial product advice

  • JONATHAN ERIC FREDERICK MATSEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ASX Accredited Derivatives Adviser Program Australian Financial Markets Association
Accredited Derivatives Adviser Level 2 Tribeca
Accredited Derivatives Adviser: Level 1 Tribeca
PS146 Superannuation Module Securities Institute of Australia
SDIA Accreditation Securities, Futures, Managed Investments - Deakin Prime

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000243480 BELL POTTER SECURITIES LIMITED
Licence controlled by: BELL FINANCIAL GROUP LIMITED
2018-05-29 - BELL POTTER SECURITIES LIMITED
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2007-12-03 - 2018-05-17 MACQUARIE EQUITIES LIMITED

Licensee Information

Licence Name BELL POTTER SECURITIES LIMITED
Licence Number 000243480
Licence ABN 25006390772

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
HARRY SYDNEY JOHN ALLEN Bell Potter Securities Limited Current 2018-08-09
ELIZABETH MORRIS Bell Potter Securities Limited Current 2018-07-18
SIENA WHITE Bell Potter Securities Limited Current 2018-07-12
MATTHEW JUSTIN CAREY Bell Potter Securities Limited Current 2018-07-02
ROBERT TEAL Bell Potter Securities Limited Current 2018-06-28
GEOFF OATEN Bell Potter Securities Limited Current 2018-06-21
JEEVAN INTHERARASA Bell Potter Securities Limited Current 2018-06-07
TOM MAXWELL Bell Potter Securities Limited Current 2018-05-31
ALEXANDRA CARROLL Bell Potter Securities Limited Current 2018-03-21
JULIAN TREWIN PETER HEWITT Bell Potter Securities Limited Current 2018-03-15

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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.