Matthew James Long
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003311
- Location
- Toowoomba QLD 4350
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 4 July 2023
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, Griffith University (1991); DFP Modules 1-3 (FPA1, FPA2, FPA3), FPA Australia (2004); Diploma of Financial Services (Financial Planning), MLC Advice Education (RTO) (2005); Advanced Diploma of Financial Services (Financial Planning), MLC Advice Education (RTO) (2006); Advanced Strategies for Self Managed Superannuation Funds Course, MLC Advice Education (RTO) (2008); Margin Lending and Geared Investments Program, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew James Long
Matthew James Long is a financial adviser in Toowoomba, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003311.
The licensee Matthew advises under is Professional Investment Services Pty Ltd (AFS licence 234951). The current authorisation started on 4 July 2023.
According to the register, Matthew first provided financial advice in 2005. Qualifications and training on file include Bachelor of Commerce (Griffith University, 1991), DFP Modules 1-3 (FPA1, FPA2, FPA3) (FPA Australia, 2004) and Diploma of Financial Services (Financial Planning) (MLC Advice Education (RTO), 2005). 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 government debentures, stocks and bonds, among 8 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 Long a registered financial adviser?
Yes. Matthew James Long is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003311.
Which licensee does Matthew James Long work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Matthew James Long give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.