Matthew Anderson
Financial Adviser in Yarra Glen, Victoria, Australia
Review Matthew Anderson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000416448
- Location
- Yarra Glen VIC 3775
- Licensee
- The Advice Exchange Pty Ltd (AFSL 278937)
- Authorised since
- 17 January 2012
- First provided advice
- 2008
- Qualifications
- Bachelor of Business, Swinburne University of Technology (1998); Graduate Diploma of Financial Planning, SIA (2003); Self Managed Superannuation Fund Specialist Adviser, SPAA (2013); Certified Financial Planner, FPA (2014); Ethics & Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Excludes (i) Margin Lending (ii) Credit services (as related to financial planning)
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Anderson
Matthew Anderson is a financial adviser in Yarra Glen, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000416448.
Matthew provides advice as an authorised representative of The Advice Exchange Pty Ltd, which holds Australian financial services licence 278937. That authorisation dates from 17 January 2012.
According to the register, Matthew first provided financial advice in 2008. Qualifications and training on file include Bachelor of Business (Swinburne University of Technology, 1998), Graduate Diploma of Financial Planning (SIA, 2003) and Self Managed Superannuation Fund Specialist Adviser (SPAA, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
A further restriction is recorded on the register: “Excludes (i) Margin Lending (ii) Credit services (as related to financial planning).”
Reviews
Nobody has reviewed Matthew Anderson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Matthew Anderson a registered financial adviser?
Yes. Matthew Anderson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000416448.
Which licensee does Matthew Anderson work under?
The Advice Exchange Pty Ltd, Australian financial services licence 278937.
What can Matthew Anderson 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: "Excludes (i) Margin Lending (ii) Credit services (as related to financial planning)."