Alan Myatt
Financial Adviser in Melbourne, Victoria, Australia
Review Alan Myatt
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003649
- Location
- Melbourne VIC 3000
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 3 March 2020
- First provided advice
- 2013
- Qualifications
- Bachelor of Information Technology, Griffith University (2004); Graduate Diploma in Financial Planning (Historical SIA / FINSIA), Kaplan Higher Education Pty Limited (2007); Foreign Exchange, Kaplan (2014); Margin Lending and Geared Investments, Kaplan (2014); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Alan Myatt
Alan Myatt is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003649.
The licensee Alan advises under is Jbwere Ltd (AFS licence 341162). The current authorisation started on 3 March 2020.
The register records 2013 as the year Alan first provided financial advice. The qualifications listed for Alan include Bachelor of Information Technology (Griffith University, 2004), Graduate Diploma in Financial Planning (Historical SIA / FINSIA) (Kaplan Higher Education Pty Limited, 2007) and Foreign Exchange (Kaplan, 2014). Alan is recorded as a member of Financial Advice Association of Australia (FAAA).
Alan is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Alan Myatt here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Alan Myatt a registered financial adviser?
Yes. Alan Myatt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003649.
Which licensee does Alan Myatt work under?
Jbwere Ltd, Australian financial services licence 341162.
What can Alan Myatt give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts.