Matthew John Macdonald
Financial Adviser in Brighton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000436898
- Location
- Brighton VIC 3186
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 15 January 2020
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce (Human Resource Management & Marketing), Deakin University (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Accredited Listed Product Adviser Program, Kaplan Professional (2020); Ethics for Financial Services, Deakin University (2020); Self Managed Superannuation Funds, Kaplan Professional (2020); Financial Behaviour and Decision Making, Deakin University (2021); Financial Advice Regulation, Deakin University (2023)
- 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 John Macdonald
Matthew John Macdonald is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brighton, Victoria (adviser number 000436898).
The licensee Matthew advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 15 January 2020.
According to the register, Matthew first provided financial advice in 2005. The qualifications listed for Matthew include Bachelor of Commerce (Human Resource Management & Marketing) (Deakin University, 2005), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Accredited Listed Product Adviser Program (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 John Macdonald a registered financial adviser?
Yes. Matthew John Macdonald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000436898.
Which licensee does Matthew John Macdonald work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Matthew John Macdonald 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.