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

  • Bachelor of Information Systems - University of Tasmania
  • Certified Financial Planner - Financial Planning Association of Australia
  • Graduate Diploma in Financial Planning - University of the Sunshine Coast

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 Limited (#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