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Financial Advisers: BARNABY MATTHEWS Information

This is the detailed information about BARNABY MATTHEWS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001283500, the year the Financial Adviser first provided advice is None (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:57:28.

Financial Adviser Number: 001283500
Financial Adviser Name: BARNABY MATTHEWS
The role of the Financial Adviser: Financial Adviser
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Provisional Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: MACQUARIE BANK LIMITED
    Licence Number: 000237502
    Licence ABN: 46008583542
    The date the Financial Adviser commenced the appointment: 2020-08-17
    Authorised Representative Name: MACQUARIE BANK LIMITED
    Authorised Representative Number: 000237502
    Rep Appointed ABN: 46008583542
    Fin Deposit and Payment Products/Non-basic 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 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 - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Securities Instritute ~ Master in Finance - INSEAD
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Instritute~2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

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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.