Matthew James Williams
Financial Adviser in Broadmeadow, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000398225
- Location
- Broadmeadow NSW 2292
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 1 February 2011
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, University of Newcastle (2007); Margin Lending and Geared Investments Program, Kaplan Professional (2011); Self Managed Superannuation Funds Program, Kaplan Professional (2013); Certified Financial Planner Education Program (5 units), FPA Australia (2016)
- Memberships
- Certified Financial Planner (CFP) or FAAA; Financial Advice Association of Australia (FAAA); MDRT - The Premier Association of Financial Professionals
- 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 Williams
On the Financial Advisers Register kept by ASIC, Matthew James Williams appears as a current financial adviser in Broadmeadow, New South Wales, adviser number 000398225.
The licensee Matthew advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 1 February 2011.
According to the register, Matthew first provided financial advice in 2011. The qualifications listed for Matthew include Bachelor of Commerce (University of Newcastle, 2007), Margin Lending and Geared Investments Program (Kaplan Professional, 2011) and Self Managed Superannuation Funds Program (Kaplan Professional, 2013). Matthew is recorded as a member of Certified Financial Planner (CFP) or FAAA, Financial Advice Association of Australia (FAAA) and MDRT – The Premier Association of Financial Professionals.
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 Williams a registered financial adviser?
Yes. Matthew James Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000398225.
Which licensee does Matthew James Williams work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Matthew James Williams 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.