Matthew James Kerr
Financial Adviser in Cheltenham, Victoria, Australia
Review Matthew James Kerr
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 number000264945
- Location
- Cheltenham VIC 3192
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 31 January 2020
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics, La Trobe University (1992); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2005); Diploma of Financial Services (FP), Tribeca (2005); Certified Financial Planner, FPA (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- Superannuation excludes SMSF advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew James Kerr
On the Financial Advisers Register kept by ASIC, Matthew James Kerr appears as a current financial adviser in Cheltenham, Victoria, adviser number 000264945.
Advice is given under the Australian financial services licence of Infocus Securities Australia Pty Ltd, licence number 236523. The current authorisation started on 31 January 2020.
The register records 2004 as the year Matthew first provided financial advice. Qualifications and training on file include Bachelor of Economics (La Trobe University, 1992), Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Diploma of Financial Services (FP) (Tribeca, 2005). Matthew is recorded as a member of 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.
A further restriction is recorded on the register: “Superannuation excludes SMSF advice.”
Reviews
Nobody has reviewed Matthew James Kerr here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Matthew James Kerr a registered financial adviser?
Yes. Matthew James Kerr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264945.
Which licensee does Matthew James Kerr work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Matthew James Kerr 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. It also records this restriction: "Superannuation excludes SMSF advice."