Matthew John McNamara
Financial Adviser in Cootamundra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260786
- Location
- Cootamundra NSW 2590
- Licensee
- Dawson Financial Services Pty Ltd (AFSL 529568)
- Authorised since
- 29 July 2021
- First provided advice
- 2003
- Qualifications
- Bachelor of Financial Administration, University of New England (1981); SIA Proper Authority Course, Securities Institute (2002); Insurance (Core & Life), Assessment Education Services (2003); Margin Lending & Geared Investments, Kaplan Professional Education (2010); Ethics & Professionalism in Financial Advice, Kaplan (2022); SMSF Regulations and Taxation, Kaplan Professional (2026)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Stockbrokers and Investment Advisers Association (SIAA)
- 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 McNamara
Matthew John McNamara is a financial adviser in Cootamundra, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000260786.
Matthew provides advice as an authorised representative of Dawson Financial Services Pty Ltd, which holds Australian financial services licence 529568. The current authorisation started on 29 July 2021.
According to the register, Matthew first provided financial advice in 2003. Qualifications and training on file include Bachelor of Financial Administration (University of New England, 1981), SIA Proper Authority Course (Securities Institute, 2002) and Insurance (Core & Life) (Assessment Education Services, 2003). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Stockbrokers and Investment Advisers Association (SIAA).
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 McNamara a registered financial adviser?
Yes. Matthew John McNamara is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260786.
Which licensee does Matthew John McNamara work under?
Dawson Financial Services Pty Ltd, Australian financial services licence 529568.
What can Matthew John McNamara 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.