Matthew John Tarte Healy
Financial Adviser in Mount Rascal, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004028
- Location
- Mount Rascal QLD 4350
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 14 February 2022
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2001); Diploma of Financial Services (Financial Planning) FNB50199, Commonwealth Bank (2003); Margin Lending and Geared Investments, Kaplan Professional (2011)
- 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
- Restriction
- Superannuation excludes SMSF advice and Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew John Tarte Healy
Matthew John Tarte Healy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Rascal, Queensland (adviser number 001004028).
The licensee Matthew advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). That authorisation dates from 14 February 2022.
The register records 1998 as the year Matthew first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia, 2001), Diploma of Financial Services (Financial Planning) FNB50199 (Commonwealth Bank, 2003) and Margin Lending and Geared Investments (Kaplan Professional, 2011). 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.
A further restriction is recorded on the register: “Superannuation excludes SMSF advice and Securities excludes direct equities advice.”
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Questions people ask
Is Matthew John Tarte Healy a registered financial adviser?
Yes. Matthew John Tarte Healy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004028.
Which licensee does Matthew John Tarte Healy work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Matthew John Tarte Healy 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. It also records this restriction: "Superannuation excludes SMSF advice and Securities excludes direct equities advice."