Matthew Kerrish
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001729
- Location
- Adelaide SA 5000
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 27 November 2021
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Markets, Securities Institute (2000); Graduate Diploma of Financial Planning, FINSIA (2008); Margin Lending and Geared Investments, Kaplan Professional (2010); Super Concepts & ICFS Specialist SMSF Course Online, University of Adelaide (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Kerrish
On the Financial Advisers Register kept by ASIC, Matthew Kerrish appears as a current financial adviser in Adelaide, South Australia, adviser number 001001729.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 27 November 2021.
The register records 2007 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Diploma of Financial Markets (Securities Institute, 2000), Graduate Diploma of Financial Planning (FINSIA, 2008) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Kerrish a registered financial adviser?
Yes. Matthew Kerrish is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001729.
Which licensee does Matthew Kerrish work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Matthew Kerrish 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.