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- Financial Advisers Australia (FAA)
- Matthew Atkinson
Matthew Atkinson
- Name
- Matthew Atkinson
- ID
- 1004184
- ABN
- 51898727935
- First Provided Advice
- 2010
- Restrictions
- Superannuation - Not authorised to provide SMSF advice
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2005 - Bachelor of Information Systems - Bachelor Degree (AQF 7) - University of Tasmania
- 2010 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Sunshine Coast
- 2013 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Qinvest Limited (#238274)
- Commenced
- March 26, 2020
- Ceased
- Nov. 4, 2020
- Status
- Current
- Licence Holder
- Consultum Financial Advisers Pty ltd (#230323)
- Commenced
- Aug. 18, 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
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- Nov. 4, 2009
- Ceased
- Sept. 30, 2013
- Status
- Ceased
- Licence Holder
- Infocus Securities Australia Pty Ltd (#236523)
- Commenced
- Aug. 28, 2017
- Ceased
- Oct. 11, 2019
- Status
- Ceased
- Licence Holder
- National Australia Bank Limited (#230686)
- Commenced
- Oct. 1, 2013
- Ceased
- Aug. 28, 2015
- Status
- Ceased
- Licence Holder
- RI Advice Group Pty Ltd (#238429)
- Commenced
- Oct. 8, 2015
- Ceased
- Aug. 16, 2017