Alissa Rose Matthews
Financial Adviser in Rockhampton, Northern Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000429708
- Location
- Rockhampton NT 4700
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 20 April 2017
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2012); Margin Lending, Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2013); DFP5v3 Tax for Financial Advising, Kaplan Professional (2017); TASACLv1 Commercial Law, Kaplan Professional (2017); Self-Managed Superannuation Funds, Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alissa Rose Matthews
Alissa Rose Matthews is a financial adviser in Rockhampton, Northern Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000429708.
The licensee Alissa advises under is Paragem Pty Limited (AFS licence 297276). That authorisation dates from 20 April 2017.
The register records 2012 as the year Alissa first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2012), Margin Lending (Kaplan Professional, 2012) and Advanced Diploma of Financial Planning (Kaplan Professional, 2013). Alissa is recorded as a member of Financial Advice Association of Australia (FAAA).
Alissa 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 Alissa Rose Matthews a registered financial adviser?
Yes. Alissa Rose Matthews is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000429708.
Which licensee does Alissa Rose Matthews work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Alissa Rose 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; retirement savings accounts; standard margin lending.