Matthew James Stevens
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000226321
- Location
- Mackay QLD 4740
- Licensee
- Fyg Planners Pty Ltd (AFSL 224543)
- Authorised since
- 10 February 2003
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, James Cook University (1998); Diploma of Financial Planning, FPA (2002); Certified Financial Planner, FPA (2003); Margin Lending & Geared Investments, Kaplan Professional (2010)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew James Stevens
Matthew James Stevens is a financial adviser in Mackay, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000226321.
The licensee Matthew advises under is Fyg Planners Pty Ltd (AFS licence 224543). The current authorisation started on 10 February 2003.
According to the register, Matthew first provided financial advice in 2000. The qualifications listed for Matthew include Bachelor of Commerce (James Cook University, 1998), Diploma of Financial Planning (FPA, 2002) and Certified Financial Planner (FPA, 2003). 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 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 Stevens a registered financial adviser?
Yes. Matthew James Stevens is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000226321.
Which licensee does Matthew James Stevens work under?
Fyg Planners Pty Ltd, Australian financial services licence 224543.
What can Matthew James Stevens 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.