Matthew Gellweiler
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236840
- Location
- Brisbane City QLD 4000
- Licensee
- Walshs Financial Planning Pty Ltd (AFSL 432636)
- Authorised since
- 30 October 2015
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, Griffith University (2002); Diploma of Financial Planning, Kaplan Education Pty Ltd (2015); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2018); FPC001B Economic and Legal Context for Financial Planning, Kaplan Higher Education (2022); Self Managed Superannuation Funds, Kaplan Higher Education (2022); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2023); FPC007B Client Engagement Skills, Kaplan Higher Education (2023); Margin Lending Specialist Subject, Kaplan Higher Education (2026)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- 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 Gellweiler
Matthew Gellweiler is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001236840.
Matthew provides advice as an authorised representative of Walshs Financial Planning Pty Ltd, which holds Australian financial services licence 432636. The current authorisation started on 30 October 2015.
The register records 2015 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Commerce (Griffith University, 2002), Diploma of Financial Planning (Kaplan Education Pty Ltd, 2015) and Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2018). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Matthew is authorised to advise 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 Gellweiler a registered financial adviser?
Yes. Matthew Gellweiler is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236840.
Which licensee does Matthew Gellweiler work under?
Walshs Financial Planning Pty Ltd, Australian financial services licence 432636.
What can Matthew Gellweiler 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.