Matthew Bellenger
Financial Adviser in Kings Meadows, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000382571
- Location
- Kings Meadows TAS 7249
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 25 June 2019
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (formerly FINSIA) (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Fellow Chartered Financial Practitioner Program (FChFP), Association of Financial Advisers (2017); Accredited Listed Product Adviser Program, Kaplan Professional (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Bellenger
Matthew Bellenger is a financial adviser in Kings Meadows, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 000382571.
The licensee Matthew advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 25 June 2019.
According to the register, Matthew first provided financial advice in 2010. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional (formerly FINSIA), 2008), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Fellow Chartered Financial Practitioner Program (FChFP) (Association of Financial Advisers, 2017). Matthew 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.
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Questions people ask
Is Matthew Bellenger a registered financial adviser?
Yes. Matthew Bellenger is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000382571.
Which licensee does Matthew Bellenger work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Matthew Bellenger 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.