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Financial Advisers: MATTHEW JOSEPH CONGIUSTA Information

This is the detailed information about MATTHEW JOSEPH CONGIUSTA, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000413479, the year the Financial Adviser first provided advice is 2011 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:07.

Financial Adviser Number: 000413479
Financial Adviser Name: MATTHEW JOSEPH CONGIUSTA
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2011
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: GENESYS WEALTH ADVISERS LIMITED
    Licence Number: 000232686
    Licence ABN: 20060778216
    The company(ies) or people who control the licensee's business: AMP LIMITED
    The date the Financial Adviser commenced the appointment: 2003-11-01
    The date the Financial Adviser ceased the appointment: 2014-07-11
    Authorised Representative Name: MATTHEW JOSEPH CONGIUSTA
    Authorised Representative Number: 000413479
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accredited Listed Products Adviser (ALPA) - Kaplan ~ Bachelor of Business (Financial Planning) - University of Technology Sydney ~ Bachelor of Computing - University of Technology Sydney ~ Life Insuance Module - Kaplan ~ Self Managed Super Fund Module - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FINANCIAL KEYS ADVICE PTY LTD
    Licence Number: 000509930
    The date the Financial Adviser commenced the appointment: 2019-11-22
    Authorised Representative Name: FINANCIAL KEYS PTY LTD
    Authorised Representative Number: 000411141
    Rep Appointed ABN: 71089066955
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 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: ASX Accredited Listed Products Adviser (ALPA) - Kaplan ~ Bachelor of Business (Financial Planning) - University of Technology Sydney ~ Bachelor of Computing - University of Technology Sydney ~ Life Insuance Module - Kaplan ~ Self Managed Super Fund Module - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
    Licence Number: 000236643
    Licence ABN: 42000001007
    The company(ies) or people who control the licensee's business: PERPETUAL LIMITED
    The date the Financial Adviser commenced the appointment: 2014-07-25
    The date the Financial Adviser ceased the appointment: 2018-12-07
    Authorised Representative Name: PERPETUAL TRUSTEE COMPANY LIMITED
    Authorised Representative Number: 000236643
    Rep Appointed ABN: 42000001007
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accredited Listed Products Adviser (ALPA) - Kaplan ~ Bachelor of Business (Financial Planning) - University of Technology Sydney ~ Bachelor of Computing - University of Technology Sydney ~ Life Insuance Module - Kaplan ~ Self Managed Super Fund Module - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: FINANCIAL KEYS ADVICE PTY LTD
    Licence Number: 000509930
    The date the Financial Adviser commenced the appointment: 2019-02-12
    The date the Financial Adviser ceased the appointment: 2019-11-21
    Authorised Representative Name: FINANCIAL KEYS ADVICE PTY LTD
    Authorised Representative Number: 000509930
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accredited Listed Products Adviser (ALPA) - Kaplan ~ Bachelor of Business (Financial Planning) - University of Technology Sydney ~ Bachelor of Computing - University of Technology Sydney ~ Life Insuance Module - Kaplan ~ Self Managed Super Fund Module - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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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.