Mat Allday
Financial Adviser in West Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340290
- Location
- West Melbourne VIC 3003
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 June 2015
- First provided advice
- 2007
- Qualifications
- Bachelor of Finance, La Trobe University (2004); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Higher Education Pty Limited (2009); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2012); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); Self Managed Superannuation Funds, Monarch Institute (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (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 Mat Allday
On the Financial Advisers Register kept by ASIC, Mat Allday appears as a current financial adviser in West Melbourne, Victoria, adviser number 000340290.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 1 June 2015.
The register records 2007 as the year Mat first provided financial advice. The qualifications listed for Mat include Bachelor of Finance (La Trobe University, 2004), Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Higher Education Pty Limited, 2009) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
Mat is authorised to advise 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.
A further restriction is recorded on the register: “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 Mat Allday a registered financial adviser?
Yes. Mat Allday is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340290.
Which licensee does Mat Allday work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Mat Allday 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."