Jason David Matthews
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004109
- Location
- Warners Bay NSW 2282
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 6 January 2020
- First provided advice
- 2007
- Qualifications
- Certificate IV in Business Management, New South Wales TAFE Commission Australia (2003); Diploma of Financial Services (Financial Planning), Tribeca (Kaplan Professional) (2006); Bachelor of Business (Finance), Southern Cross University (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022); Accredited Listed Product Adviser Program, Kaplan Professional (2024)
- 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
- Restriction
- This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason David Matthews
Jason David Matthews is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warners Bay, New South Wales (adviser number 001004109).
The licensee Jason advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 6 January 2020.
The register records 2007 as the year Jason first provided financial advice. Qualifications and training on file include Certificate IV in Business Management (New South Wales TAFE Commission Australia, 2003), Diploma of Financial Services (Financial Planning) (Tribeca (Kaplan Professional), 2006) and Bachelor of Business (Finance) (Southern Cross University, 2017). Jason is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
The register adds a condition to this authorisation: “This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Jason David Matthews a registered financial adviser?
Yes. Jason David Matthews is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004109.
Which licensee does Jason David Matthews work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Jason David 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. It also records this restriction: "This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."