Matthew Francis McCarthy
Financial Adviser in Murarrie, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004981
- Location
- Murarrie QLD 4172
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 18 March 2019
- First provided advice
- 2001
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2003); Master of Financial Planning, University of the Sunshine Coast (2008); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2018); Certified Financial Planner, Financial Planning Association of Australia Limited (2018); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Francis McCarthy
Matthew Francis McCarthy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Murarrie, Queensland (adviser number 001004981).
The licensee Matthew advises under is Ri Advice Group Pty Ltd (AFS licence 238429). The current authorisation started on 18 March 2019.
The register records 2001 as the year Matthew first provided financial advice. The qualifications listed for Matthew include 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2003), Master of Financial Planning (University of the Sunshine Coast, 2008) and 5 unit CFP Certification Program (Financial Planning Association of Australia Limited, 2018). Professional memberships recorded: 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 Francis McCarthy a registered financial adviser?
Yes. Matthew Francis McCarthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004981.
Which licensee does Matthew Francis McCarthy work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Matthew Francis McCarthy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.