Matthew John Dunn
Financial Adviser in Balgowlah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000258198
- Location
- Balgowlah NSW 2093
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 25 September 2008
- First provided advice
- 2003
- Qualifications
- Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation - Not Authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew John Dunn
Matthew John Dunn is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Balgowlah, New South Wales (adviser number 000258198).
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. That authorisation dates from 25 September 2008.
The register records 2003 as the year Matthew first provided financial advice. Qualifications and training on file include Graduate Diploma of Financial Planning (Kaplan Professional, 2024). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – Not Authorised to provide SMSF advice.”
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Questions people ask
Is Matthew John Dunn a registered financial adviser?
Yes. Matthew John Dunn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000258198.
Which licensee does Matthew John Dunn work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Matthew John Dunn give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation - Not Authorised to provide SMSF advice."