Matthew Carter
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250641
- Location
- Sydney NSW 2000
- Licensee
- Australian Financial Planning Group Pty Limited (AFSL 247430)
- Authorised since
- 1 July 2006
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, University of New England (1995); Diploma of Financial Planning, Kaplan (2001); Graduate Diploma in Management, AGSM (2001); SMSF, Kaplan (2004)
- Memberships
- Mortgage and Finance Association of Australia (MFAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Carter
Matthew Carter is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000250641.
The licensee Matthew advises under is Australian Financial Planning Group Pty Limited (AFS licence 247430). That authorisation dates from 1 July 2006.
According to the register, Matthew first provided financial advice in 2002. Qualifications and training on file include Bachelor of Economics (University of New England, 1995), Diploma of Financial Planning (Kaplan, 2001) and Graduate Diploma in Management (AGSM, 2001). Matthew is recorded as a member of Mortgage and Finance Association of Australia (MFAA).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Carter a registered financial adviser?
Yes. Matthew Carter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250641.
Which licensee does Matthew Carter work under?
Australian Financial Planning Group Pty Limited, Australian financial services licence 247430.
What can Matthew Carter 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.