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Financial Advisers: JOANNE MATIA MATTHEWS Information

This is the detailed information about JOANNE MATIA MATTHEWS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000245264, the year the Financial Adviser first provided advice is 2012 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:21.

Financial Adviser Number: 000245264
Financial Adviser Name: JOANNE MATIA MATTHEWS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2012
Adviser Town: Calderwood
Adviser State: NSW
Adviser Postcode: 2527
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
    Licence Number: 000238430
    Licence ABN: 86003742756
    The company(ies) or people who control the licensee's business: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 2016-10-21]
    The date the Financial Adviser commenced the appointment: 2013-11-04
    The date the Financial Adviser ceased the appointment: 2015-09-10
    Authorised Representative Name: AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
    Authorised Representative Number: 000238430
    Rep Appointed ABN: 86003742756
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Of Financial Planning - Financial Planning Association Of Australia ~ Self Managed Super Funds - Kaplan Professional Education
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
    Licence Number: 000240687
    Licence ABN: 48009189495
    The company(ies) or people who control the licensee's business: WESTPAC BANKING CORPORATION
    The date the Financial Adviser commenced the appointment: 2017-11-09
    The date the Financial Adviser ceased the appointment: 2018-11-15
    Authorised Representative Name: INTEGRATED WEALTH SOLUTIONS (NSW) PTY LTD
    Authorised Representative Number: 000420297
    Rep Appointed ABN: 65149727828
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Of Financial Planning - Financial Planning Association Of Australia ~ Self Managed Super Funds - Kaplan Professional Education
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: IMB FINANCIAL PLANNING LIMITED
    Licence Number: 000234660
    Licence ABN: 23094730195
    The company(ies) or people who control the licensee's business: IMB LTD [Date Ceased: 2020-09-18]
    The date the Financial Adviser commenced the appointment: 2012-06-04
    The date the Financial Adviser ceased the appointment: 2013-11-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Of Financial Planning - Financial Planning Association Of Australia ~ Self Managed Super Funds - Kaplan Professional Education
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: MAGNITUDE GROUP PTY LTD
    Licence Number: 000221557
    Licence ABN: 54086266202
    The company(ies) or people who control the licensee's business: WESTPAC BANKING CORPORATION
    The date the Financial Adviser commenced the appointment: 2015-10-01
    The date the Financial Adviser ceased the appointment: 2016-06-08
    Authorised Representative Name: MAGNITUDE GROUP PTY LTD
    Authorised Representative Number: 000221557
    Rep Appointed ABN: 54086266202
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Of Financial Planning - Financial Planning Association Of Australia ~ Self Managed Super Funds - Kaplan Professional Education
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  5. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
    Licence Number: 000229892
    Licence ABN: 23065921735
    The company(ies) or people who control the licensee's business: Castleguard Trust
    The date the Financial Adviser commenced the appointment: 2019-01-30
    Authorised Representative Name: LIFESPAN FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000229892
    Rep Appointed ABN: 23065921735
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Deposit & Payment Products – Non-Cash Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 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: Diploma Of Financial Planning - Financial Planning Association Of Australia ~ Self Managed Super Funds - Kaplan Professional Education
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)

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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.