Matthew George Kallis
Financial Adviser in West End, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283155
- Location
- West End QLD 4101
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 24 June 2015
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Economics), Queensland University of Technology (2002); Graduate Diploma of Financial Planning, Securities Institute (2005); ASX Listed Products Accreditation Course, Savings Factory (2006); Master of Financial Planning, Griffith University (2019)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew George Kallis
Matthew George Kallis is a financial adviser in West End, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000283155.
The licensee Matthew advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 24 June 2015.
The register records 2004 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Business (Economics) (Queensland University of Technology, 2002), Graduate Diploma of Financial Planning (Securities Institute, 2005) and ASX Listed Products Accreditation Course (Savings Factory, 2006).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Matthew George Kallis a registered financial adviser?
Yes. Matthew George Kallis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283155.
Which licensee does Matthew George Kallis work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Matthew George Kallis 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."