Matthew Lancashire
Financial Adviser in Essendon North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316347
- Location
- Essendon North VIC 3041
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 7 May 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Marketing), Victoria University (2003); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); CFP- Certified Financial Planner, Financial Planning Association of Australia (2009); Self Managed Superannuation Funds, Kaplan Professional (2012); Self Managed Super Fund Specialist Adviser, SMSF Professionals' Association of Australia (2013)
- Memberships
- Financial Advice Association of Australia (FAAA); Mortgage and Finance Association of Australia
- 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 Lancashire
On the Financial Advisers Register kept by ASIC, Matthew Lancashire appears as a current financial adviser in Essendon North, Victoria, adviser number 000316347.
The licensee Matthew advises under is Paragem Pty Limited (AFS licence 297276). That authorisation dates from 7 May 2019.
The register records 2007 as the year Matthew first provided financial advice. Qualifications and training on file include Bachelor of Business (Marketing) (Victoria University, 2003), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and CFP- Certified Financial Planner (Financial Planning Association of Australia, 2009). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia.
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 Lancashire a registered financial adviser?
Yes. Matthew Lancashire is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316347.
Which licensee does Matthew Lancashire work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Matthew Lancashire 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.