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Financial Advisers: MATTHEW SUTTON Information

This is the detailed information about MATTHEW SUTTON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000239495, the year the Financial Adviser first provided advice is 1982 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:16.

Financial Adviser Number: 000239495
Financial Adviser Name: MATTHEW SUTTON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1982
  1. Financial Adviser Status: Current
    Name of the licence holder: AMALGAMATED FINANCIAL SERVICES PTY LTD
    Licence Number: 000407238
    Licence ABN: 42060673814
    The company(ies) or people who control the licensee's business: VIRTUE FAMILY TRUST
    The date the Financial Adviser commenced the appointment: 2012-02-01
    Authorised Representative Name: AMALGAMATED FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000407238
    Rep Appointed ABN: 42060673814
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Retirement Savings Account Products: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate 1 - Personal Financial Planning - MLC Limited ~ Certificate 2 - Business Insurance - MLC Limited ~ Certificate in Disability Insurance - MLC Limited

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.