Matthew Hale
Financial Adviser in Melbourne, Victoria, Australia
Review Matthew Hale
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000327844
- Location
- Melbourne VIC 3004
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 21 December 2017
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce (Finance and Financial Planning), Deakin University (2008); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); Fellow Chartered Financial Practitioner (FChFP), RG146 Mentor Education Group (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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, 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 Hale
On the Financial Advisers Register kept by ASIC, Matthew Hale appears as a current financial adviser in Melbourne, Victoria, adviser number 000327844.
The licensee Matthew advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 21 December 2017.
According to the register, Matthew first provided financial advice in 2009. The qualifications listed for Matthew include Bachelor of Commerce (Finance and Financial Planning) (Deakin University, 2008), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013) and Fellow Chartered Financial Practitioner (FChFP) (RG146 Mentor Education Group, 2014).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Matthew Hale here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Matthew Hale a registered financial adviser?
Yes. Matthew Hale is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327844.
Which licensee does Matthew Hale work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Matthew Hale 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; 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."