Matthew James Barnaby Reid
Financial Adviser in Southbank, Victoria, Australia
Review Matthew James Barnaby Reid
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 number000469052
- Location
- Southbank VIC 3006
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 19 November 2014
- First provided advice
- 1998
- Qualifications
- Bachelor of Arts (Honours) (Political Science), University of Melbourne (1995); Bachelor of Laws (Honours), University of Melbourne (1995); Certified Financial Planner, Financial Planning Association of Australia (2002); Diploma of Financial Planning, Deakin University (2002); Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (2002); Ethics and Professional Relationships, QUT (2020)
- Memberships
- FINSIA; Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew James Barnaby Reid
Matthew James Barnaby Reid is a financial adviser in Southbank, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000469052.
Matthew provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 19 November 2014.
The register records 1998 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Arts (Honours) (Political Science) (University of Melbourne, 1995), Bachelor of Laws (Honours) (University of Melbourne, 1995) and Certified Financial Planner (Financial Planning Association of Australia, 2002). Professional memberships recorded: FINSIA and Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Matthew James Barnaby Reid here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Matthew James Barnaby Reid a registered financial adviser?
Yes. Matthew James Barnaby Reid is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469052.
Which licensee does Matthew James Barnaby Reid work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Matthew James Barnaby Reid give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; managed discretionary account services.