Matthew James Robertson
Financial Adviser in Oxenford, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263499
- Location
- Oxenford QLD 4210
- Licensee
- MDRC Wealth Pty Ltd (AFSL 518309)
- Authorised since
- 4 February 2020
- First provided advice
- 1997
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association of Australia (1997); Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2002)
- 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 Robertson
On the Financial Advisers Register kept by ASIC, Matthew James Robertson appears as a current financial adviser in Oxenford, Queensland, adviser number 000263499.
Advice is given under the Australian financial services licence of MDRC Wealth Pty Ltd, licence number 518309. That authorisation dates from 4 February 2020.
The register records 1997 as the year Matthew first provided financial advice. Qualifications and training on file include Certified Financial Planner (CFP) (Financial Planning Association of Australia, 1997) and Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2002). 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 Robertson a registered financial adviser?
Yes. Matthew James Robertson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263499.
Which licensee does Matthew James Robertson work under?
MDRC Wealth Pty Ltd, Australian financial services licence 518309.
What can Matthew James Robertson 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.