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Matthew Suters

Name
Matthew Suters
ID
384692
ABN
–
First Provided Advice
2010

Qualifications

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

  • Advanced Diploma of Financial Services (Financial Planning) - PS146 Training Australia
  • Diploma of Financial Services (Financial Planning) - PS146 Training Australia
  • Graduate Certificate in Financial Planning - Griffith University
  • Margin Lending & Geared Investments - Kaplan Professional
  • Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education

Memberships

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

Licencee

Status
Ceased
Licence Holder
Oracle Investment Management Pty Ltd (#430574)
Commenced
Feb. 1, 2021
Ceased
March 20, 2023
Status
Ceased
Licence Holder
Qinvest Limited (#238274)
Commenced
Dec. 5, 2019
Ceased
Jan. 29, 2021
Status
Current
Licence Holder
Oracle Advisory Group Pty. Ltd. (#540806)
Commenced
March 20, 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
Alliance Wealth Pty Ltd (#449221)
Commenced
Aug. 26, 2015
Ceased
Feb. 22, 2016
Status
Ceased
Licence Holder
Bridges Financial Services Pty Limited (#240837)
Commenced
May 8, 2017
Ceased
Nov. 9, 2019
Status
Ceased
Licence Holder
Gwm Adviser Services Limited (#230692)
Commenced
July 2, 2015
Ceased
Aug. 14, 2015
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
March 23, 2016
Ceased
May 3, 2017
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Aug. 26, 2015
Ceased
Feb. 22, 2016
Status
Ceased
Licence Holder
St. George Life Pty Limited (#240900)
Commenced
Oct. 5, 2010
Ceased
Feb. 12, 2013