Matthew Peter Meehan

Name
Matthew Peter Meehan
ID
364089
ABN
First Provided Advice
1996

Qualifications

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

  • 1994 - Bachelor of Financial Administration - - University of New England, Armidale
  • 2005 - Graduate Certificate in Financial Planning - - Securities Institute
  • 2010 - Margin Lending & Geared Investments - - Kaplan
  • 2010 - Self Managed Super Funds - - Kaplan
  • 2011 - Certified Financial Planner - - Deakin University

Memberships

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

  • Chartered Accountants Australia and New Zealand (CA ANZ)
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Current
Licence Holder
Advice Evolution Pty ltd (#342880)
Commenced
March 1, 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
4 Pillars Adviser Services Pty Ltd (#511447)
Commenced
March 1, 2019
Ceased
March 1, 2022
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
June 30, 2010
Ceased
June 30, 2011
Status
Ceased
Licence Holder
Capstone Financial Planning Pty Ltd (#223135)
Commenced
July 1, 2011
Ceased
Jan. 17, 2014
Status
Ceased
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
Dec. 1, 2009
Ceased
June 21, 2010
Status
Ceased
Licence Holder
Myplanner Professional Services Pty Ltd (#425542)
Commenced
Jan. 22, 2018
Ceased
March 11, 2019
Status
Ceased
Licence Holder
Personal Financial Services Ltd (#234459)
Commenced
Jan. 20, 2014
Ceased
Jan. 16, 2018