Matthew Dale Boxer
Financial Adviser in Thornlands, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298156
- Location
- Thornlands QLD 4164
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 8 June 2021
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Financial Services (Finance/Mortgage Broking Management), AAMC Training Group (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); 928S Margin Lending, Kaplan (2013); Self Managed Superannuation Funds, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); 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
- Restriction
- Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Dale Boxer
Matthew Dale Boxer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Thornlands, Queensland (adviser number 000298156).
Matthew provides advice as an authorised representative of Infocus Securities Australia Pty Ltd, which holds Australian financial services licence 236523. That authorisation dates from 8 June 2021.
According to the register, Matthew first provided financial advice in 2006. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Diploma of Financial Services (Finance/Mortgage Broking Management) (AAMC Training Group, 2011) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2012). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “Securities excludes direct equities advice.”
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Questions people ask
Is Matthew Dale Boxer a registered financial adviser?
Yes. Matthew Dale Boxer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298156.
Which licensee does Matthew Dale Boxer work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Matthew Dale Boxer 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. It also records this restriction: "Securities excludes direct equities advice."