Matthew John Stobart
Financial Adviser in Parkside, South Australia, Australia
Review Matthew John Stobart
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000238038
- Location
- Parkside SA 5063
- Licensee
- Midsec Licencing Pty Ltd (AFSL 524124)
- Authorised since
- 1 December 2020
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce, Flinders University (1996); Certified Financial Planner, Financial Planning Association (2000); Diploma of Financial Planning (8 Subject), Financial Planning Association (2019); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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 Stobart
Matthew John Stobart is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Parkside, South Australia (adviser number 000238038).
Matthew provides advice as an authorised representative of Midsec Licencing Pty Ltd, which holds Australian financial services licence 524124. The current authorisation started on 1 December 2020.
The register records 1998 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Commerce (Flinders University, 1996), Certified Financial Planner (Financial Planning Association, 2000) and Diploma of Financial Planning (8 Subject) (Financial Planning Association, 2019). 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.
Reviews
Nobody has reviewed Matthew John Stobart here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Matthew John Stobart a registered financial adviser?
Yes. Matthew John Stobart is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000238038.
Which licensee does Matthew John Stobart work under?
Midsec Licencing Pty Ltd, Australian financial services licence 524124.
What can Matthew John Stobart 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.