Matthew Paul Haggarty
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279718
- Location
- Newcastle NSW 2300
- Licensee
- Maxim Private Clients Pty Limited (AFSL 511972)
- Authorised since
- 21 December 2018
- First provided advice
- 2004
- Qualifications
- Certified Financial Planner, FPA (1997); Margin Lending and Geared Investments, Kaplan (2010); Cavendish & ICFS Specialist SMSF Course, University of Adelaide (2014)
- 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
- Register status
- Current
About Matthew Paul Haggarty
Matthew Paul Haggarty is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle, New South Wales (adviser number 000279718).
Advice is given under the Australian financial services licence of Maxim Private Clients Pty Limited, licence number 511972. That authorisation dates from 21 December 2018.
According to the register, Matthew first provided financial advice in 2004. The qualifications listed for Matthew include Certified Financial Planner (FPA, 1997), Margin Lending and Geared Investments (Kaplan, 2010) and Cavendish & ICFS Specialist SMSF Course (University of Adelaide, 2014). 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.
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Questions people ask
Is Matthew Paul Haggarty a registered financial adviser?
Yes. Matthew Paul Haggarty is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279718.
Which licensee does Matthew Paul Haggarty work under?
Maxim Private Clients Pty Limited, Australian financial services licence 511972.
What can Matthew Paul Haggarty 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.