Joseph Mattar
Financial Adviser in Narre Warren, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000436910
- Location
- Narre Warren VIC 3805
- Licensee
- Ic Advice Pty Ltd (AFSL 536826)
- Authorised since
- 27 May 2022
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce / Bachelor of Laws, Deakin University Australia (2009); Graduate Diploma of Legal Practice, The College of Law Limited (2012); Dimploma of Financial Planning, International Institute of Technology (2013); Client Engagement Skills, KAPLAN Professional (2023); Economic and Legal Context for Financial Planning, KAPLAN Professional (2023); Ethics and Professionalism in Financial Advice, KAPLAN Professional (2023); Superannuation and Retirement Advice, KAPLAN Professional (2023)
- 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 Joseph Mattar
On the Financial Advisers Register kept by ASIC, Joseph Mattar appears as a current financial adviser in Narre Warren, Victoria, adviser number 000436910.
Joseph provides advice as an authorised representative of Ic Advice Pty Ltd, which holds Australian financial services licence 536826. The current authorisation started on 27 May 2022.
The register records 2013 as the year Joseph first provided financial advice. Qualifications and training on file include Bachelor of Commerce / Bachelor of Laws (Deakin University Australia, 2009), Graduate Diploma of Legal Practice (The College of Law Limited, 2012) and Dimploma of Financial Planning (International Institute of Technology, 2013).
Joseph is authorised to advise 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 Joseph Mattar a registered financial adviser?
Yes. Joseph Mattar is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000436910.
Which licensee does Joseph Mattar work under?
Ic Advice Pty Ltd, Australian financial services licence 536826.
What can Joseph Mattar 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.