David Mattner
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005196
- Location
- Melbourne VIC 3000
- Licensee
- Macquarie Bank Limited (AFSL 237502)
- Authorised since
- 6 November 2019
- First provided advice
- 1995
- Qualifications
- Master of Business Administration, University of Canberra (1994); Investment Planning 1, Integratec Rading Pty Limited (2002); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice), Financial Education Professionals Pty Ltd (2014)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Mattner
David Mattner is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001005196).
The licensee David advises under is Macquarie Bank Limited (AFS licence 237502). The current authorisation started on 6 November 2019.
According to the register, David first provided financial advice in 1995. The qualifications listed for David include Master of Business Administration (University of Canberra, 1994), Investment Planning 1 (Integratec Rading Pty Limited, 2002) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Mattner a registered financial adviser?
Yes. David Mattner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005196.
Which licensee does David Mattner work under?
Macquarie Bank Limited, Australian financial services licence 237502.
What can David Mattner 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.