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- Financial Advisers Australia (FAA)
- Matthew James Laird
Matthew James Laird
- Name
- Matthew James Laird
- ID
- 383938
- ABN
- –
- First Provided Advice
- 2001
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2002 - Bachelor of Commerce (Management) - - University of Western Sydney
- 2005 - Advanced Diploma of Financial Services (Financial Planning( (FNS60404) - - Tribeca
- 2006 - Master of Financial Planning - - University of the Sunshine Coast
- 2008 - Certified Financial Planner - - Financial Planning Association of Australia
- 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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
- Fyg Planners Pty Ltd (#224543)
- Commenced
- Aug. 9, 2017
- Ceased
- June 29, 2022
- Status
- Ceased
- Licence Holder
- Fyg Planners Pty Ltd (#224543)
- Commenced
- June 30, 2022
- Ceased
- Oct. 2, 2023
- Status
- Current
- Licence Holder
- Jfp Adviser Services Pty ltd (#549631)
- Commenced
- Oct. 3, 2023
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
- Fyg Planners Pty Ltd (#224543)
- Commenced
- July 1, 2015
- Ceased
- Aug. 8, 2017
- Status
- Ceased
- Licence Holder
- Fyg Planners Pty Ltd (#224543)
- Commenced
- Sept. 27, 2010
- Ceased
- March 31, 2011
- Status
- Ceased
- Licence Holder
- Fyg Planners Pty Ltd (#224543)
- Commenced
- March 31, 2011
- Ceased
- June 30, 2015
- Status
- Ceased
- Licence Holder
- Guild Superannuation Services Limited (#225590)
- Commenced
- May 18, 2005
- Ceased
- Aug. 27, 2010