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3. Matthew Francis Taylor

Matthew Francis Taylor

Name

Matthew Francis Taylor

ID

1243036

ABN

–

First Provided Advice

2017

Restrictions

In relation to a person's existing holding in a superannuation product but only to the extent required for:Making a recommendation that the person establish a self-managed superannuation fund; and Providing advice to the person on contributions or pensions under a superannuation product;Provide class of financial product advice for the following classes of financial products:~deposit and payment products (limited to:basic deposit products;general insurance products; life products limited to: life risk insurance products; simple managed investment schemes;~securities);and~superannuation; and~deal in a financial product by: arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:~ superannuation (limited to: self-managed superannuation fund);and~arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:~superannuation (limited to:self-managed superannuation fund); to retail and wholesale clients.As per licence's definition.

Qualifications

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

Memberships

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

Licencee