Matthew John Accardi
Financial Adviser in Warragul, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001264544
- Location
- Warragul VIC 3820
- Licensee
- SMW Advisory Pty Ltd (AFSL 544311)
- Authorised since
- 17 February 2023
- First provided advice
- 2018
- Qualifications
- Bachelor of Business and Commerce, Monash University (2014); Certified Practicing Accountant Program, CPA Australia (2016); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2017); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2018); Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2022)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association
- 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 John Accardi
Matthew John Accardi is a financial adviser in Warragul, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001264544.
Advice is given under the Australian financial services licence of SMW Advisory Pty Ltd, licence number 544311. The current authorisation started on 17 February 2023.
The register records 2018 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Business and Commerce (Monash University, 2014), Certified Practicing Accountant Program (CPA Australia, 2016) and Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2017). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
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 John Accardi a registered financial adviser?
Yes. Matthew John Accardi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001264544.
Which licensee does Matthew John Accardi work under?
SMW Advisory Pty Ltd, Australian financial services licence 544311.
What can Matthew John Accardi 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.