Alison Matthews
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003647
- Location
- Melbourne VIC 3000
- Licensee
- Koda Capital Pty Ltd (AFSL 452581)
- Authorised since
- 8 August 2018
- First provided advice
- 2007
- Qualifications
- Bachelor of Economics, University of Adelaide (2001); Foundation DFP, FPA/Deakin University (2004); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Certified Financial Planner, FPA (2009); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Commercial Law, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Alison Matthews
Alison Matthews is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001003647).
Advice is given under the Australian financial services licence of Koda Capital Pty Ltd, licence number 452581. That authorisation dates from 8 August 2018.
According to the register, Alison first provided financial advice in 2007. Qualifications and training on file include Bachelor of Economics (University of Adelaide, 2001), Foundation DFP (FPA/Deakin University, 2004) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006). Alison is recorded as a member of Financial Advice Association of Australia (FAAA).
Alison is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alison Matthews a registered financial adviser?
Yes. Alison Matthews is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003647.
Which licensee does Alison Matthews work under?
Koda Capital Pty Ltd, Australian financial services licence 452581.
What can Alison Matthews give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; derivatives; foreign exchange contracts.