Matthew James Laird
Financial Adviser in Menai, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000383938
- Location
- Menai NSW 2234
- Licensee
- JFP Adviser Services Pty Ltd (AFSL 549631)
- Authorised since
- 20 May 2025
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (Management), University of Western Sydney (2002); Advanced Diploma of Financial Services (Financial Planning( (FNS60404), Tribeca (2005); Master of Financial Planning, University of the Sunshine Coast (2006); Certified Financial Planner, Financial Planning Association of Australia (2008); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew James Laird
Matthew James Laird is a financial adviser in Menai, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000383938.
Advice is given under the Australian financial services licence of JFP Adviser Services Pty Ltd, licence number 549631. The current authorisation started on 20 May 2025.
The register records 2001 as the year Matthew first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Management) (University of Western Sydney, 2002), Advanced Diploma of Financial Services (Financial Planning( (FNS60404) (Tribeca, 2005) and Master of Financial Planning (University of the Sunshine Coast, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Matthew is authorised to advise 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.
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Questions people ask
Is Matthew James Laird a registered financial adviser?
Yes. Matthew James Laird is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000383938.
Which licensee does Matthew James Laird work under?
JFP Adviser Services Pty Ltd, Australian financial services licence 549631.
What can Matthew James Laird 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.