Mathew Luke Spencer
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343469
- Location
- Geelong VIC 3220
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 21 December 2018
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2009); Advanced Diploma of Financial Services (Financial Planning), Pinnacle (2010); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2011); Diploma of Financial Services (Finance/ Mortgage Broking), Kaplan (2012)
- 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
- Restriction
- Authorisation includes Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Mathew Luke Spencer
On the Financial Advisers Register kept by ASIC, Mathew Luke Spencer appears as a current financial adviser in Geelong, Victoria, adviser number 000343469.
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. That authorisation dates from 21 December 2018.
The register records 2009 as the year Mathew first provided financial advice. The qualifications listed for Mathew include Diploma of Financial Services (Financial Planning) (Tribeca, 2009), Advanced Diploma of Financial Services (Financial Planning) (Pinnacle, 2010) and Margin Lending and Geared Investments (Kaplan, 2010).
Mathew 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.
A further restriction is recorded on the register: “Authorisation includes Self Managed Superannuation Funds.”
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Questions people ask
Is Mathew Luke Spencer a registered financial adviser?
Yes. Mathew Luke Spencer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343469.
Which licensee does Mathew Luke Spencer work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Mathew Luke Spencer 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. It also records this restriction: "Authorisation includes Self Managed Superannuation Funds."