James Polwart-Matich
Financial Adviser in Leederville, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000463249
- Location
- Leederville WA 6007
- Licensee
- Matich Financial Services Pty Ltd (AFSL 700091)
- Authorised since
- 20 November 2025
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, University of Auckland (2012); Diploma of Financial Planning, Kaplan (2014); Securities and Managed Investments, Kaplan (2015); DFP5v3 Tax for Financial Advising, Kaplan Professional (2018); TASACLv2 Commercial Law, Kaplan Professional (2018); Advanced Diploma of Financial Planning, Kaplan Professional (2021); Ethics & Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About James Polwart-Matich
James Polwart-Matich is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Leederville, Western Australia (adviser number 000463249).
The licensee James advises under is Matich Financial Services Pty Ltd (AFS licence 700091). The current authorisation started on 20 November 2025.
According to the register, James first provided financial advice in 2010. Qualifications and training on file include Bachelor of Commerce (University of Auckland, 2012), Diploma of Financial Planning (Kaplan, 2014) and Securities and Managed Investments (Kaplan, 2015). James is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 James Polwart-Matich a registered financial adviser?
Yes. James Polwart-Matich is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000463249.
Which licensee does James Polwart-Matich work under?
Matich Financial Services Pty Ltd, Australian financial services licence 700091.
What can James Polwart-Matich 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.