Matrix Integrated Professional Advice Pty ltd

AFS License Number
538537
Name
Matrix Integrated Professional Advice Pty ltd
ABN/ACN/ARBN
21653111338
Licensee issued
May 3, 2022
Address
Norwest, 2153, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Lachlan Sue 2018 Bachelor of Business Adminstration with the Degree of Bachelor of Laws - Macquarie University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Applied Tax Law - The Tax Institute ~ Lawyer Admission - Supreme Court of NSW
 Matthew Robert Stevenson 2013 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce (Economics and Finance) - University of Western Sydney ~ Diploma of Financial Services - The Association of Superannuation Funds of Australia ~ Diploma of Superannuation Management - The Association of Superannuation Funds of Australia