Matthew John Milnes
Financial Adviser in Cessnock, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000386285
- Location
- Cessnock NSW 2325
- Licensee
- B. Moses Investment Services Pty Limited (AFSL 421290)
- Authorised since
- 3 June 2024
- First provided advice
- 2008
- Qualifications
- Margin Lending and Geared Investments, Kaplan Professional Education (2012); Self Managed Superannuation Funds, Kaplan Professional Education (2014); Advanced Diploma Of Financial Planning, Kaplan Professional Education (2015); Graduate Diploma in Financial Planning, Kaplan Professional Education (2018); Master of Financial Planning, Kaplan Higher Education Pty Limited (2019); FPC002B, Kaplan Higher Education Pty Limited (2025)
- 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 Milnes
Matthew John Milnes is a financial adviser in Cessnock, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000386285.
Advice is given under the Australian financial services licence of B. Moses Investment Services Pty Limited, licence number 421290. That authorisation dates from 3 June 2024.
The register records 2008 as the year Matthew first provided financial advice. Qualifications and training on file include Margin Lending and Geared Investments (Kaplan Professional Education, 2012), Self Managed Superannuation Funds (Kaplan Professional Education, 2014) and Advanced Diploma Of Financial Planning (Kaplan Professional Education, 2015). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA).
Matthew is authorised to advise 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 Milnes a registered financial adviser?
Yes. Matthew John Milnes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000386285.
Which licensee does Matthew John Milnes work under?
B. Moses Investment Services Pty Limited, Australian financial services licence 421290.
What can Matthew John Milnes 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.