Matthew James Witkowski
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000304796
- Location
- Melbourne VIC 3000
- Licensee
- Acorn Financial Group Pty Ltd (AFSL 299171)
- Authorised since
- 14 August 2006
- First provided advice
- 2000
- Qualifications
- Bachelor Of Commerce (Accounting & Finance), Deakin University (2000); Diploma in Financial Advising (Equities), Securities Institute of Australia (2000); Advanced Diploma In Financial Services (Financial Planning), Deakin (2003); Certified Practising Accountant (CPA), CPA Australia (2005); Master of Business Administration (MBA), Deakin University (2007)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA)
- 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 Witkowski
Matthew James Witkowski is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000304796).
Advice is given under the Australian financial services licence of Acorn Financial Group Pty Ltd, licence number 299171. That authorisation dates from 14 August 2006.
According to the register, Matthew first provided financial advice in 2000. The qualifications listed for Matthew include Bachelor Of Commerce (Accounting & Finance) (Deakin University, 2000), Diploma in Financial Advising (Equities) (Securities Institute of Australia, 2000) and Advanced Diploma In Financial Services (Financial Planning) (Deakin, 2003). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
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 Witkowski a registered financial adviser?
Yes. Matthew James Witkowski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000304796.
Which licensee does Matthew James Witkowski work under?
Acorn Financial Group Pty Ltd, Australian financial services licence 299171.
What can Matthew James Witkowski 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.