Chris Matthies
Financial Adviser in Blackburn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000392551
- Location
- Blackburn VIC 3130
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 3 July 2015
- First provided advice
- 2010
- Qualifications
- Bachelor of Business, Swinburne University of Technology (2009); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2009); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); Accredited Aged Care Professional, Aged Care Steps (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPE011 Debt Strategies, Kaplan Higher Education Pty Limited (2021); SuperConcepts Specialist SMSF Course, University of Adelaide (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Chris Matthies
Chris Matthies is a financial adviser in Blackburn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000392551.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 3 July 2015.
According to the register, Chris first provided financial advice in 2010. Qualifications and training on file include Bachelor of Business (Swinburne University of Technology, 2009), Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2009) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2018).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Chris Matthies a registered financial adviser?
Yes. Chris Matthies is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000392551.
Which licensee does Chris Matthies work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Chris Matthies 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."