Matthew James Rutter
Financial Adviser in Mandurah, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260334
- Location
- Mandurah WA 6210
- Licensee
- Oakwood Financial Group Pty Limited (AFSL 255231)
- Authorised since
- 31 August 2005
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, Newcastle University (1998); Diploma of Financial Planning, Deakin University (2000); FASEA, FASEA (2021)
- 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
- Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew James Rutter
On the Financial Advisers Register kept by ASIC, Matthew James Rutter appears as a current financial adviser in Mandurah, Western Australia, adviser number 000260334.
Matthew provides advice as an authorised representative of Oakwood Financial Group Pty Limited, which holds Australian financial services licence 255231. That authorisation dates from 31 August 2005.
The register records 2000 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Commerce (Newcastle University, 1998), Diploma of Financial Planning (Deakin University, 2000) and FASEA (FASEA, 2021).
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.
The register adds a condition to this authorisation: “Yes – Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.”
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Questions people ask
Is Matthew James Rutter a registered financial adviser?
Yes. Matthew James Rutter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260334.
Which licensee does Matthew James Rutter work under?
Oakwood Financial Group Pty Limited, Australian financial services licence 255231.
What can Matthew James Rutter 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: "Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith."