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  3. Matthew Davey

Matthew Davey

Name
Matthew Davey
ID
1000452
ABN
–
First Provided Advice
2002

Qualifications

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

  • 2006 - Advanced Diploma of Financial Services (Financial Planning)(FNS60404) - Advanced Diploma (AQF 6) - Tribeca
  • 2006 - Diploma of Financial Services (Financial Planning)(FNS50804) - Diploma (AQF 5) - Tribeca
  • 2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia
  • 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan

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
Link Advice Pty Ltd (#258145)
Commenced
April 1, 2019
Ceased
June 21, 2021
Status
Ceased
Licence Holder
Link Advice Pty Ltd (#258145)
Commenced
July 1, 2021
Ceased
Nov. 30, 2021
Status
Ceased
Licence Holder
Smartmonday Solutions Limited (#236667)
Commenced
Dec. 6, 2021
Ceased
Nov. 15, 2024
Status
Current
Licence Holder
Future Group Financial Services Pty ltd (#482684)
Commenced
Nov. 15, 2024

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
Adviser Network Pty Ltd (#232729)
Commenced
Dec. 2, 2013
Ceased
March 31, 2019
Status
Ceased
Licence Holder
Telstra Super Financial Planning Pty Ltd (#218705)
Commenced
July 1, 2002
Ceased
Dec. 2, 2013