Matthew James Smith
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301211
- Location
- Surrey Hills VIC 3127
- Licensee
- MKS Wealth Management Pty Ltd (AFSL 322207)
- Authorised since
- 17 April 2008
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Accounting & Finance), Monash University (1997); Graduate Diploma of Applied Finance and Investment (Historical SIA/Finsia), Kaplan Higher Education Pty Limited (2003); Graduate Diploma of Financial Planning (Historical SIA/Finsia), Kaplan Higher Education Pty Limited (2006); Margin Lending & Geared Investments, Kaplan Higher Education Pty Limited (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); Commercial Law, Kaplan Higher Education Pty Limited (2025); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025)
- 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 Smith
On the Financial Advisers Register kept by ASIC, Matthew James Smith appears as a current financial adviser in Surrey Hills, Victoria, adviser number 000301211.
The licensee Matthew advises under is MKS Wealth Management Pty Ltd (AFS licence 322207). That authorisation dates from 17 April 2008.
According to the register, Matthew first provided financial advice in 2006. The qualifications listed for Matthew include Bachelor of Commerce (Accounting & Finance) (Monash University, 1997), Graduate Diploma of Applied Finance and Investment (Historical SIA/Finsia) (Kaplan Higher Education Pty Limited, 2003) and Graduate Diploma of Financial Planning (Historical SIA/Finsia) (Kaplan Higher Education Pty Limited, 2006).
The authorisation covers advice 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 Smith a registered financial adviser?
Yes. Matthew James Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301211.
Which licensee does Matthew James Smith work under?
MKS Wealth Management Pty Ltd, Australian financial services licence 322207.
What can Matthew James Smith 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.