Mataan Dunning

Name
Mataan Dunning
ID
1251867
ABN
First Provided Advice
2006
Restrictions
Excluding Self Managed Superannuation Funds

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2004 - Bachelor of Applied Finance - - University of South Australia
  • 2004 - Bachelor of Commerce - - University of South Australia
  • 2005 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
  • 2011 - Advanced Diploma Financial Services (Financial Planning) - - Kaplan Professional
  • 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Financial Solutions Australasia Pty Ltd (#244308)
Commenced
May 7, 2020
Ceased
Jan. 31, 2022
Status
Ceased
Licence Holder
Heritage And People's Choice Limited (#244310)
Commenced
Dec. 10, 2018
Ceased
Jan. 31, 2022
Status
Current
Licence Holder
Fiducian Financial Services Pty ltd (#231103)
Commenced
Jan. 24, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Jan. 1, 2006
Ceased
Sept. 30, 2016
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
Jan. 31, 2017
Ceased
April 28, 2017
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
May 29, 2017
Ceased
Dec. 7, 2018