Matthew James McMahon
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000382916
- Location
- Mornington VIC 3931
- Licensee
- MPFS Private Wealth Pty Ltd (AFSL 529999)
- Authorised since
- 28 June 2021
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, Monash University (2005); Diploma of Financial Planning, Kaplan (2010); Advanced Diploma of Financial Planning, Kaplan (2012); Certified Financial Planner, FPA (2015)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew James McMahon
Matthew James McMahon is a financial adviser in Mornington, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000382916.
Matthew provides advice as an authorised representative of MPFS Private Wealth Pty Ltd, which holds Australian financial services licence 529999. That authorisation dates from 28 June 2021.
According to the register, Matthew first provided financial advice in 2010. The qualifications listed for Matthew include Bachelor of Commerce (Monash University, 2005), Diploma of Financial Planning (Kaplan, 2010) and Advanced Diploma of Financial Planning (Kaplan, 2012). 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 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 McMahon a registered financial adviser?
Yes. Matthew James McMahon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000382916.
Which licensee does Matthew James McMahon work under?
MPFS Private Wealth Pty Ltd, Australian financial services licence 529999.
What can Matthew James McMahon 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.