Matthew Douglas Kerr
Financial Adviser in Newcastle West, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267593
- Location
- Newcastle West NSW 2302
- Licensee
- Pitcher Partners Private Wealth Pty Ltd (AFSL 515251)
- Authorised since
- 5 July 2022
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, University of Newcastle (1994); Certified Financial Planner, Financial Advice Association Australia (1999); CA Financial Planning Specialist, Chartered Accountants Australian and New Zealand (2001); SMSF Specialist Adviser (SSA), Self-Managed Super Fund Association (2005); Industry Standard Education, Financial Planning Association of Australia (FPA) (2011)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Douglas Kerr
Matthew Douglas Kerr is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle West, New South Wales (adviser number 000267593).
The licensee Matthew advises under is Pitcher Partners Private Wealth Pty Ltd (AFS licence 515251). The current authorisation started on 5 July 2022.
According to the register, Matthew first provided financial advice in 2000. The qualifications listed for Matthew include Bachelor of Commerce (University of Newcastle, 1994), Certified Financial Planner (Financial Advice Association Australia, 1999) and CA Financial Planning Specialist (Chartered Accountants Australian and New Zealand, 2001). Matthew is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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 Douglas Kerr a registered financial adviser?
Yes. Matthew Douglas Kerr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267593.
Which licensee does Matthew Douglas Kerr work under?
Pitcher Partners Private Wealth Pty Ltd, Australian financial services licence 515251.
What can Matthew Douglas Kerr 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.