David Matthews
Financial Adviser in Wodonga, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003318
- Location
- Wodonga VIC 3690
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 16 October 2020
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, University of Otago (NZ) (2002); Diploma of Financial Planning, Kaplan Professional Education (2004); Self Managed Superannuation Funds, Kaplan Professional Education (2007); Advanced Diploma of Financial Services, Kaplan Higher Education Pty Limited (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- Advice areas
- superannuation, 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 David Matthews
David Matthews is a financial adviser in Wodonga, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003318.
David provides advice as an authorised representative of Oreana Financial Services Pty Ltd, which holds Australian financial services licence 482234. The current authorisation started on 16 October 2020.
The register records 2008 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Otago (NZ), 2002), Diploma of Financial Planning (Kaplan Professional Education, 2004) and Self Managed Superannuation Funds (Kaplan Professional Education, 2007).
David is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Matthews a registered financial adviser?
Yes. David Matthews is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003318.
Which licensee does David Matthews work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can David Matthews give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.